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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 | $95,815 | $99,345-3.6% | $84,753+13.1% | $273,972-65.0% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,082 | $4,214-74.3% | $3,574-69.7% | $4,869-77.8% |
| Participant deferral / active EE | $2,576 | $4,270-39.7% | $3,712-30.6% | $5,287-51.3% |
| Admin fee / account holder | $1,542 | $6,645-76.8% | $5,333-71.1% | $10,133-84.8% |