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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 | $92,210 | $93,346-1.2% | $71,796+28.4% | $273,972-66.3% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.1%+3.6pp | 83.0%-10.3pp |
| Annual return | 25.38% | 130.39%-105.0pp | 78.04%-52.7pp | 41.46%-16.1pp |
| Employer contribution / active EE | $1,315 | $2,733-51.9% | $1,924-31.7% | $4,869-73.0% |
| Participant deferral / active EE | $5,005 | $3,475+44.0% | $2,794+79.1% | $5,287-5.3% |
| Admin fee / account holder | $3,325 | $6,571-49.4% | $4,815-30.9% | $10,133-67.2% |