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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 | $111,776 | $99,345+12.5% | $84,753+31.9% | $273,970-59.2% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.19% | 22.93%-15.7pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,574-66.9% | $4,869-75.7% |
| Participant deferral / active EE | $4,840 | $4,270+13.4% | $3,712+30.4% | $5,287-8.5% |
| Admin fee / account holder | $819 | $6,645-87.7% | $5,333-84.6% | $10,132-91.9% |