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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 | $154,453 | $67,602+128.5% | $82,312+87.6% | $70,126+120.3% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 15.54% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $692 | $1,755-60.5% | $2,428-71.5% | $2,343-70.4% |
| Participant deferral / active EE | $5,924 | $2,987+98.3% | $3,706+59.8% | $3,332+77.8% |
| Admin fee / account holder | $12,216 | $4,512+170.8% | $5,608+117.8% | $4,645+163.0% |