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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 | $71,161 | $105,623-32.6% | $87,502-18.7% | $273,972-74.0% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | 7.98% | 12.26%-4.3pp | 12.21%-4.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,982 | $3,141-36.9% | $2,550-22.2% | $4,869-59.3% |
| Participant deferral / active EE | $5,207 | $3,601+44.6% | $3,149+65.4% | $5,287-1.5% |
| Admin fee / account holder | $1,904 | $4,781-60.2% | $4,221-54.9% | $10,133-81.2% |