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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 | $74,139 | $76,551-3.2% | $123,894-40.2% | $62,881+17.9% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 7.13% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,624 | $2,882-43.6% | $4,617-64.8% | $2,281-28.8% |
| Participant deferral / active EE | $4,876 | $4,840+0.8% | $5,984-18.5% | $3,203+52.2% |
| Admin fee / account holder | $7,070 | $4,826+46.5% | $8,357-15.4% | $4,296+64.6% |