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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 | $72,720 | $93,346-22.1% | $71,796+1.3% | $273,972-73.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 5.73% | 130.39%-124.7pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,464 | $2,733-46.4% | $1,924-23.9% | $4,869-69.9% |
| Participant deferral / active EE | $4,489 | $3,475+29.2% | $2,794+60.6% | $5,287-15.1% |
| Admin fee / account holder | $4,332 | $6,571-34.1% | $4,815-10.0% | $10,133-57.2% |