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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 | $82,617 | $99,345-16.8% | $84,753-2.5% | $273,972-69.8% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 7.55% | 22.93%-15.4pp | 22.78%-15.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,897 | $4,214-55.0% | $3,574-46.9% | $4,869-61.0% |
| Participant deferral / active EE | $5,887 | $4,270+37.9% | $3,712+58.6% | $5,287+11.3% |
| Admin fee / account holder | $1,010 | $6,645-84.8% | $5,333-81.1% | $10,133-90.0% |