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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 | $55,717 | $136,307-59.1% | $106,619-47.7% | $273,972-79.7% |
| Participation rate | 81.8% | 84.8%-3.0pp | 78.0%+3.8pp | 83.0%-1.2pp |
| Annual return | 7.10% | 11.05%-4.0pp | 9.42%-2.3pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,824 | $5,190-64.9% | $3,947-53.8% | $4,869-62.5% |
| Participant deferral / active EE | $1,987 | $4,969-60.0% | $3,930-49.4% | $5,287-62.4% |
| Admin fee / account holder | $814 | $8,625-90.6% | $6,418-87.3% | $10,133-92.0% |