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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 | $77,797 | $96,956-19.8% | $69,779+11.5% | $273,972-71.6% |
| Participation rate | 81.8% | 77.1%+4.8pp | 71.8%+10.0pp | 83.0%-1.2pp |
| Annual return | 7.10% | 12.93%-5.8pp | 12.99%-5.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,647 | $3,316-50.3% | $2,338-29.6% | $4,869-66.2% |
| Participant deferral / active EE | $1,446 | $3,744-61.4% | $2,931-50.6% | $5,287-72.6% |
| Admin fee / account holder | $16,587 | $7,934+109.1% | $4,381+278.6% | $10,133+63.7% |