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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 | $84,757 | $98,776-14.2% | $149,745-43.4% | $79,856+6.1% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.5%-10.4pp | 69.6%+2.5pp |
| Annual return | 13.98% | 27.38%-13.4pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,148 | $3,217-64.3% | $4,646-75.3% | $2,471-53.5% |
| Participant deferral / active EE | $3,508 | $5,681-38.3% | $6,843-48.7% | $3,741-6.2% |
| Admin fee / account holder | $4,910 | $6,053-18.9% | $9,312-47.3% | $5,306-7.5% |