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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 | $87,110 | $69,977+24.5% | $108,582-19.8% | $62,881+38.5% |
| Participation rate | 77.4% | 72.9%+4.5pp | 79.6%-2.2pp | 69.3%+8.1pp |
| Annual return | 6.65% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $991 | $2,135-53.6% | $3,758-73.6% | $2,281-56.5% |
| Participant deferral / active EE | $3,249 | $3,165+2.7% | $4,311-24.6% | $3,203+1.5% |
| Admin fee / account holder | $5,776 | $5,076+13.8% | $7,645-24.4% | $4,296+34.5% |