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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 | $81,710 | $69,977+16.8% | $108,582-24.7% | $62,881+29.9% |
| Participation rate | 83.9% | 72.9%+11.0pp | 79.6%+4.3pp | 69.3%+14.6pp |
| Annual return | 7.63% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,061 | $2,135-50.3% | $3,758-71.8% | $2,281-53.5% |
| Participant deferral / active EE | $4,311 | $3,165+36.2% | $4,3110% | $3,203+34.6% |
| Admin fee / account holder | $8,184 | $5,076+61.2% | $7,645+7.0% | $4,296+90.5% |