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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 | $107,317 | $136,307-21.3% | $106,619+0.7% | $273,972-60.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 78.0%+2.0pp | 83.0%-3.0pp |
| Annual return | 7.68% | 11.05%-3.4pp | 9.42%-1.7pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,852 | $5,190-45.0% | $3,947-27.7% | $4,869-41.4% |
| Participant deferral / active EE | $4,296 | $4,969-13.6% | $3,930+9.3% | $5,287-18.8% |
| Admin fee / account holder | $663 | $8,625-92.3% | $6,418-89.7% | $10,133-93.5% |