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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 | $97,791 | $96,956+0.9% | $69,779+40.1% | $273,972-64.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 8.24% | 12.93%-4.7pp | 12.99%-4.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,721 | $3,316-17.9% | $2,338+16.4% | $4,869-44.1% |
| Participant deferral / active EE | $5,115 | $3,744+36.6% | $2,931+74.5% | $5,287-3.3% |
| Admin fee / account holder | $26,389 | $7,934+232.6% | $4,381+502.4% | $10,133+160.4% |