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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 | $85,741 | $65,704+30.5% | $94,229-9.0% | $59,633+43.8% |
| Participation rate | 70.5% | 72.1%-1.6pp | 78.8%-8.3pp | 68.7%+1.8pp |
| Annual return | 4.05% | 5.22%-1.2pp | 10.68%-6.6pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $856 | $2,021-57.7% | $3,587-76.1% | $2,203-61.2% |
| Participant deferral / active EE | $5,026 | $3,143+59.9% | $4,320+16.3% | $3,192+57.5% |
| Admin fee / account holder | $3,736 | $4,265-12.4% | $6,269-40.4% | $4,297-13.1% |