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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 | $90,207 | $69,977+28.9% | $108,582-16.9% | $62,881+43.5% |
| Participation rate | 74.3% | 72.9%+1.4pp | 79.6%-5.3pp | 69.3%+5.0pp |
| Annual return | 5.62% | 10.73%-5.1pp | -51.70%+57.3pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,935 | $2,135-9.4% | $3,758-48.5% | $2,281-15.2% |
| Participant deferral / active EE | $3,642 | $3,165+15.1% | $4,311-15.5% | $3,203+13.7% |
| Admin fee / account holder | $5,432 | $5,076+7.0% | $7,645-29.0% | $4,296+26.4% |