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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 | $69,300 | $76,551-9.5% | $123,894-44.1% | $62,881+10.2% |
| Participation rate | 82.7% | 73.0%+9.7pp | 81.4%+1.3pp | 69.3%+13.4pp |
| Annual return | 7.03% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,288 | $2,882-55.3% | $4,617-72.1% | $2,281-43.5% |
| Participant deferral / active EE | $3,777 | $4,840-22.0% | $5,984-36.9% | $3,203+17.9% |
| Admin fee / account holder | $7,777 | $4,826+61.1% | $8,357-6.9% | $4,296+81.0% |