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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 | $90,883 | $90,486+0.4% | $78,676+15.5% | $273,972-66.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 6.74% | 75.62%-68.9pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $737 | $3,175-76.8% | $2,850-74.2% | $4,869-84.9% |
| Participant deferral / active EE | $5,011 | $3,901+28.4% | $3,517+42.5% | $5,287-5.2% |
| Admin fee / account holder | $12,266 | $5,263+133.1% | $4,510+172.0% | $10,133+21.1% |