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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 | $96,054 | $88,707+8.3% | $74,184+29.5% | $273,972-64.9% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,863 | $4,212+39.2% | $3,550+65.2% | $5,287+10.9% |
| Admin fee / account holder | $2,834 | $8,717-67.5% | $5,586-49.3% | $10,133-72.0% |