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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 | $86,179 | $95,404-9.7% | $113,397-24.0% | $82,637+4.3% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 31.09% | 19.08%+12.0pp | 23.20%+7.9pp | 53.51%-22.4pp |
| Employer contribution / active EE | $1,103 | $2,307-52.2% | $2,977-63.0% | $2,552-56.8% |
| Participant deferral / active EE | $3,444 | $4,220-18.4% | $5,076-32.2% | $4,126-16.5% |
| Admin fee / account holder | $1,974 | $9,168-78.5% | $11,957-83.5% | $7,339-73.1% |