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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 | $83,187 | $96,558-13.8% | $80,977+2.7% | $273,972-69.6% |
| Participation rate | 76.5% | 79.1%-2.6pp | 75.8%+0.7pp | 83.0%-6.5pp |
| Annual return | 6.28% | 15.14%-8.9pp | 17.11%-10.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,300 | $4,869-32.2% | $3,715-11.2% | $4,869-32.2% |
| Participant deferral / active EE | $5,487 | $6,598-16.8% | $5,696-3.7% | $5,287+3.8% |
| Admin fee / account holder | $1,017 | $7,493-86.4% | $5,517-81.6% | $10,133-90.0% |