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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 | $102,625 | $88,707+15.7% | $74,185+38.3% | $273,970-62.5% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 4.29% | 11.94%-7.7pp | 17.74%-13.4pp | 41.46%-37.2pp |
| Employer contribution / active EE | $7,810 | $3,159+147.2% | $2,370+229.5% | $4,869+60.4% |
| Participant deferral / active EE | $5,397 | $4,212+28.1% | $3,550+52.0% | $5,287+2.1% |
| Admin fee / account holder | $984 | $8,717-88.7% | $5,586-82.4% | $10,132-90.3% |