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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 | $89,906 | $81,276+10.6% | $155,574-42.2% | $80,925+11.1% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.7%+11.7pp |
| Annual return | 11.14% | 33.36%-22.2pp | 64.87%-53.7pp | 35.65%-24.5pp |
| Employer contribution / active EE | $2,417 | $3,103-22.1% | $4,676-48.3% | $2,756-12.3% |
| Participant deferral / active EE | $4,577 | $3,453+32.6% | $5,629-18.7% | $4,299+6.5% |
| Admin fee / account holder | $725 | $7,993-90.9% | $15,914-95.4% | $6,940-89.5% |