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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 | $80,697 | $70,002+15.3% | $115,038-29.9% | $52,331+54.2% |
| Participation rate | 74.0% | 72.1%+1.9pp | 81.4%-7.4pp | 68.1%+5.9pp |
| Annual return | 0.08% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $3,080 | $2,715+13.4% | $4,608-33.2% | $1,882+63.7% |
| Participant deferral / active EE | $5,181 | $4,920+5.3% | $6,026-14.0% | $3,022+71.4% |
| Admin fee / account holder | $5,929 | $566+947.5% | $8,175-27.5% | $592+902.2% |