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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 | $96,478 | $93,346+3.4% | $71,796+34.4% | $273,972-64.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 7.91% | 130.39%-122.5pp | 78.04%-70.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,362 | $2,733-50.2% | $1,924-29.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,904 | $3,475+12.3% | $2,794+39.7% | $5,287-26.2% |
| Admin fee / account holder | $787 | $6,571-88.0% | $4,815-83.7% | $10,133-92.2% |