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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 | $99,404 | $64,359+54.5% | $90,161+10.3% | $70,126+41.8% |
| Participation rate | 78.0% | 70.4%+7.6pp | 76.9%+1.1pp | 69.5%+8.5pp |
| Annual return | 20.15% | 28.13%-8.0pp | 34.89%-14.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $656 | $2,046-67.9% | $3,318-80.2% | $2,343-72.0% |
| Participant deferral / active EE | $5,012 | $4,389+14.2% | $5,287-5.2% | $3,332+50.4% |
| Admin fee / account holder | $6,667 | $3,945+69.0% | $5,943+12.2% | $4,645+43.5% |