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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 | $125,323 | $88,707+41.3% | $74,184+68.9% | $273,972-54.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 7.42% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $558 | $3,159-82.3% | $2,370-76.5% | $4,869-88.5% |
| Participant deferral / active EE | $1,360 | $4,212-67.7% | $3,550-61.7% | $5,287-74.3% |
| Admin fee / account holder | $3,630 | $8,717-58.4% | $5,586-35.0% | $10,133-64.2% |