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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 | $128,114 | $99,875+28.3% | $146,866-12.8% | $86,983+47.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 14.64% | 28.10%-13.5pp | 102.85%-88.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,546 | $3,224-52.1% | $4,425-65.1% | $2,584-40.2% |
| Participant deferral / active EE | $4,188 | $6,322-33.8% | $7,759-46.0% | $4,194-0.1% |
| Admin fee / account holder | $1,033 | $7,838-86.8% | $13,620-92.4% | $7,856-86.8% |