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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 | $76,563 | $88,707-13.7% | $74,184+3.2% | $273,972-72.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 6.57% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,784 | $3,159-43.5% | $2,370-24.7% | $4,869-63.4% |
| Participant deferral / active EE | $4,347 | $4,212+3.2% | $3,550+22.5% | $5,287-17.8% |
| Admin fee / account holder | $17,033 | $8,717+95.4% | $5,586+204.9% | $10,133+68.1% |