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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,504 | $93,346-26.6% | $71,796-4.6% | $273,972-75.0% |
| Participation rate | 79.2% | 76.5%+2.6pp | 69.1%+10.1pp | 83.0%-3.8pp |
| Annual return | 8.75% | 130.39%-121.6pp | 78.04%-69.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,028 | $2,733-62.4% | $1,924-46.6% | $4,869-78.9% |
| Participant deferral / active EE | $5,175 | $3,475+48.9% | $2,794+85.2% | $5,287-2.1% |
| Admin fee / account holder | $2,086 | $6,571-68.3% | $4,815-56.7% | $10,133-79.4% |