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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 | $71,096 | $36,844+93.0% | $83,854-15.2% | $65,306+8.9% |
| Participation rate | 91.1% | 29.2%+61.9pp | 59.1%+32.0pp | 57.7%+33.4pp |
| Annual return | 17.05% | 22.28%-5.2pp | 31.39%-14.3pp | 21.94%-4.9pp |
| Employer contribution / active EE | $522 | $415+25.9% | $1,017-48.6% | $1,967-73.4% |
| Participant deferral / active EE | $5,536 | $1,040+432.5% | $2,035+172.0% | $2,959+87.1% |
| Admin fee / account holder | $3,120 | $2,546+22.6% | $3,197-2.4% | $3,480-10.3% |