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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 | $82,855 | $105,623-21.6% | $87,502-5.3% | $273,972-69.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 7.47% | 12.26%-4.8pp | 12.21%-4.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,598 | $3,141+14.6% | $2,550+41.1% | $4,869-26.1% |
| Participant deferral / active EE | $5,899 | $3,601+63.8% | $3,149+87.3% | $5,287+11.6% |
| Admin fee / account holder | $7,265 | $4,781+52.0% | $4,221+72.1% | $10,133-28.3% |