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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 | $74,660 | $96,956-23.0% | $69,779+7.0% | $273,972-72.7% |
| Participation rate | 72.7% | 77.1%-4.3pp | 71.8%+0.9pp | 83.0%-10.3pp |
| Annual return | 7.25% | 12.93%-5.7pp | 12.99%-5.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,649 | $3,316-20.1% | $2,338+13.3% | $4,869-45.6% |
| Participant deferral / active EE | $3,673 | $3,744-1.9% | $2,931+25.3% | $5,287-30.5% |
| Admin fee / account holder | $1,548 | $7,934-80.5% | $4,381-64.7% | $10,133-84.7% |