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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 | $75,803 | $69,977+8.3% | $108,582-30.2% | $62,881+20.6% |
| Participation rate | 83.9% | 72.9%+11.0pp | 79.6%+4.3pp | 69.3%+14.6pp |
| Annual return | 7.77% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,506 | $2,135-29.5% | $3,758-59.9% | $2,281-34.0% |
| Participant deferral / active EE | $4,676 | $3,165+47.8% | $4,311+8.5% | $3,203+46.0% |
| Admin fee / account holder | $15,616 | $5,076+207.6% | $7,645+104.3% | $4,296+263.5% |