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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 | $89,406 | $91,559-2.4% | $133,971-33.3% | $79,852+12.0% |
| Participation rate | 71.6% | 73.3%-1.7pp | 79.8%-8.2pp | 69.6%+2.0pp |
| Annual return | 12.35% | 61.85%-49.5pp | 45.09%-32.7pp | 31.72%-19.4pp |
| Employer contribution / active EE | $757 | $2,384-68.3% | $3,919-80.7% | $2,471-69.4% |
| Participant deferral / active EE | $4,306 | $3,734+15.3% | $5,047-14.7% | $3,740+15.1% |
| Admin fee / account holder | $3,422 | $6,321-45.9% | $8,929-61.7% | $5,306-35.5% |