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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 | $96,974 | $136,307-28.9% | $106,619-9.0% | $273,972-64.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 6.71% | 11.05%-4.3pp | 9.42%-2.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,208 | $5,190-76.7% | $3,947-69.4% | $4,869-75.2% |
| Participant deferral / active EE | $5,746 | $4,969+15.6% | $3,930+46.2% | $5,287+8.7% |
| Admin fee / account holder | $5,904 | $8,625-31.5% | $6,418-8.0% | $10,133-41.7% |