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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 | $90,450 | $71,872+25.8% | $86,691+4.3% | $68,495+32.1% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | 6.86% | 3.53%+3.3pp | 35.94%-29.1pp | -7.84%+14.7pp |
| Employer contribution / active EE | $1,077 | $2,173-50.4% | $2,837-62.0% | $2,596-58.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,048 | $6,112-50.1% | $7,492-59.3% | $5,403-43.6% |