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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 | $89,432 | $69,977+27.8% | $108,582-17.6% | $62,881+42.2% |
| Participation rate | 73.6% | 72.9%+0.7pp | 79.6%-5.9pp | 69.3%+4.3pp |
| Annual return | 6.84% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,309 | $2,135-38.7% | $3,758-65.2% | $2,281-42.6% |
| Participant deferral / active EE | $2,508 | $3,165-20.7% | $4,311-41.8% | $3,203-21.7% |
| Admin fee / account holder | $2,886 | $5,076-43.2% | $7,645-62.3% | $4,296-32.8% |