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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 | $89,521 | $95,404-6.2% | $113,397-21.1% | $82,637+8.3% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.5%-2.8pp | 68.1%+5.6pp |
| Annual return | 12.58% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,098 | $2,307-52.4% | $2,977-63.1% | $2,552-57.0% |
| Participant deferral / active EE | $2,886 | $4,220-31.6% | $5,076-43.2% | $4,126-30.1% |
| Admin fee / account holder | $6,338 | $9,168-30.9% | $11,957-47.0% | $7,339-13.6% |