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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 | $94,381 | $99,345-5.0% | $84,753+11.4% | $273,972-65.6% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.44% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,763 | $4,214-58.2% | $3,574-50.7% | $4,869-63.8% |
| Participant deferral / active EE | $6,165 | $4,270+44.4% | $3,712+66.1% | $5,287+16.6% |
| Admin fee / account holder | $1,125 | $6,645-83.1% | $5,333-78.9% | $10,133-88.9% |