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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 | $98,763 | $99,345-0.6% | $84,753+16.5% | $273,972-64.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.50% | 22.93%-19.4pp | 22.78%-19.3pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,785 | $4,214-33.9% | $3,574-22.1% | $4,869-42.8% |
| Participant deferral / active EE | $6,079 | $4,270+42.4% | $3,712+63.8% | $5,287+15.0% |
| Admin fee / account holder | $23,179 | $6,645+248.8% | $5,333+334.6% | $10,133+128.8% |