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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 | $116,452 | $93,346+24.8% | $71,796+62.2% | $273,972-57.5% |
| Participation rate | 72.2% | 76.5%-4.3pp | 69.1%+3.1pp | 83.0%-10.8pp |
| Annual return | 5.57% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,256 | $2,733-54.1% | $1,924-34.8% | $4,869-74.2% |
| Participant deferral / active EE | $4,589 | $3,475+32.1% | $2,794+64.2% | $5,287-13.2% |
| Admin fee / account holder | $8,049 | $6,571+22.5% | $4,815+67.2% | $10,133-20.6% |