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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 | $69,171 | $69,977-1.2% | $108,582-36.3% | $62,881+10.0% |
| Participation rate | 93.3% | 72.9%+20.4pp | 79.6%+13.8pp | 69.3%+24.0pp |
| Annual return | 5.45% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,095 | $2,135-48.7% | $3,758-70.9% | $2,281-52.0% |
| Participant deferral / active EE | $2,607 | $3,165-17.6% | $4,311-39.5% | $3,203-18.6% |
| Admin fee / account holder | $4,529 | $5,076-10.8% | $7,645-40.8% | $4,296+5.4% |