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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 | $99,622 | $93,346+6.7% | $71,796+38.8% | $273,972-63.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 7.09% | 130.39%-123.3pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,346 | $2,733-50.8% | $1,924-30.1% | $4,869-72.4% |
| Participant deferral / active EE | $4,556 | $3,475+31.1% | $2,794+63.0% | $5,287-13.8% |
| Admin fee / account holder | $722 | $6,571-89.0% | $4,815-85.0% | $10,133-92.9% |