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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 | $153,778 | $78,423+96.1% | $95,964+60.2% | $79,856+92.6% |
| Participation rate | 89.4% | 73.5%+15.9pp | 77.1%+12.3pp | 69.6%+19.7pp |
| Annual return | 29.27% | 19.37%+9.9pp | 91.64%-62.4pp | 31.71%-2.4pp |
| Employer contribution / active EE | $605 | $1,945-68.9% | $2,541-76.2% | $2,471-75.5% |
| Participant deferral / active EE | $4,797 | $3,440+39.4% | $4,167+15.1% | $3,741+28.2% |
| Admin fee / account holder | $1,864 | $5,622-66.8% | $6,797-72.6% | $5,306-64.9% |