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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 | $85,983 | $96,558-11.0% | $80,977+6.2% | $273,972-68.6% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 5.93% | 15.14%-9.2pp | 17.11%-11.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,032 | $4,869-58.3% | $3,715-45.3% | $4,869-58.3% |
| Participant deferral / active EE | $6,323 | $6,598-4.2% | $5,696+11.0% | $5,287+19.6% |
| Admin fee / account holder | $322 | $7,493-95.7% | $5,517-94.2% | $10,133-96.8% |