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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 | $82,105 | $93,064-11.8% | $74,577+10.1% | $273,972-70.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 7.32% | 26.18%-18.9pp | 20.47%-13.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $5,526 | $3,160+74.9% | $2,525+118.8% | $4,869+13.5% |
| Participant deferral / active EE | $7,221 | $4,160+73.6% | $3,458+108.8% | $5,287+36.6% |
| Admin fee / account holder | $1,310 | $5,273-75.1% | $4,138-68.3% | $10,133-87.1% |