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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 | $83,416 | $88,707-6.0% | $74,184+12.4% | $273,972-69.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 8.70% | 11.94%-3.2pp | 17.74%-9.0pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,522 | $3,159-20.2% | $2,370+6.4% | $4,869-48.2% |
| Participant deferral / active EE | $5,706 | $4,212+35.5% | $3,550+60.7% | $5,287+7.9% |
| Admin fee / account holder | $627 | $8,717-92.8% | $5,586-88.8% | $10,133-93.8% |