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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 | $80,554 | $88,707-9.2% | $74,184+8.6% | $273,972-70.6% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 4.97% | 11.94%-7.0pp | 17.74%-12.8pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,736 | $3,159-45.1% | $2,370-26.8% | $4,869-64.3% |
| Participant deferral / active EE | $5,820 | $4,212+38.2% | $3,550+64.0% | $5,287+10.1% |
| Admin fee / account holder | $1,427 | $8,717-83.6% | $5,586-74.4% | $10,133-85.9% |