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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 | $102,161 | $83,485+22.4% | $125,192-18.4% | $72,975+40.0% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 17.86% | 25.77%-7.9pp | 43.79%-25.9pp | 81.01%-63.2pp |
| Employer contribution / active EE | $560 | $2,346-76.1% | $3,866-85.5% | $2,440-77.1% |
| Participant deferral / active EE | $5,531 | $3,586+54.2% | $4,937+12.0% | $3,608+53.3% |
| Admin fee / account holder | $1,480 | $5,518-73.2% | $9,704-84.7% | $5,124-71.1% |