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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 | $89,457 | $99,345-10.0% | $84,753+5.6% | $273,972-67.3% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 8.26% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,584 | $4,214-62.4% | $3,574-55.7% | $4,869-67.5% |
| Participant deferral / active EE | $5,442 | $4,270+27.4% | $3,712+46.6% | $5,287+2.9% |
| Admin fee / account holder | $1,424 | $6,645-78.6% | $5,333-73.3% | $10,133-85.9% |