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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 | $87,170 | $93,346-6.6% | $71,796+21.4% | $273,972-68.2% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 4.06% | 130.39%-126.3pp | 78.04%-74.0pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,863 | $2,733-31.8% | $1,924-3.2% | $4,869-61.7% |
| Participant deferral / active EE | $5,907 | $3,475+70.0% | $2,794+111.4% | $5,287+11.7% |
| Admin fee / account holder | $3,638 | $6,571-44.6% | $4,815-24.4% | $10,133-64.1% |