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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 | $83,767 | $88,707-5.6% | $74,184+12.9% | $273,972-69.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.67% | 11.94%-7.3pp | 17.74%-13.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,241 | $3,159-29.1% | $2,370-5.5% | $4,869-54.0% |
| Participant deferral / active EE | $4,725 | $4,212+12.2% | $3,550+33.1% | $5,287-10.6% |
| Admin fee / account holder | $9,031 | $8,717+3.6% | $5,586+61.7% | $10,133-10.9% |