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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 | $93,996 | $87,834+7.0% | $133,975-29.8% | $62,881+49.5% |
| Participation rate | 74.6% | 83.4%-8.8pp | 87.1%-12.5pp | 69.3%+5.3pp |
| Annual return | 7.47% | 12.05%-4.6pp | 29.29%-21.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,229 | $3,482-64.7% | $5,211-76.4% | $2,281-46.1% |
| Participant deferral / active EE | $6,736 | $4,812+40.0% | $6,282+7.2% | $3,203+110.3% |
| Admin fee / account holder | $8,680 | $5,372+61.6% | $9,324-6.9% | $4,296+102.1% |