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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 | $68,174 | $76,551-10.9% | $123,894-45.0% | $62,881+8.4% |
| Participation rate | 70.0% | 73.0%-3.0pp | 81.4%-11.4pp | 69.3%+0.7pp |
| Annual return | 9.95% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,400 | $2,882-51.4% | $4,617-69.7% | $2,281-38.6% |
| Participant deferral / active EE | $4,575 | $4,840-5.5% | $5,984-23.5% | $3,203+42.8% |
| Admin fee / account holder | $1,387 | $4,826-71.3% | $8,357-83.4% | $4,296-67.7% |