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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 | $87,814 | $99,875-12.1% | $146,866-40.2% | $86,983+1.0% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.5%-8.9pp | 69.5%+4.0pp |
| Annual return | 19.76% | 28.10%-8.3pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $1,992 | $3,224-38.2% | $4,425-55.0% | $2,584-22.9% |
| Participant deferral / active EE | $5,465 | $6,322-13.6% | $7,759-29.6% | $4,194+30.3% |
| Admin fee / account holder | $794 | $7,838-89.9% | $13,620-94.2% | $7,856-89.9% |