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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 | $152,117 | $65,395+132.6% | $182,558-16.7% | $72,976+108.4% |
| Participation rate | 73.1% | 65.4%+7.6pp | 78.0%-4.9pp | 69.5%+3.6pp |
| Annual return | 23.12% | 27.68%-4.6pp | 148.59%-125.5pp | 81.02%-57.9pp |
| Employer contribution / active EE | $673 | $1,911-64.8% | $4,076-83.5% | $2,440-72.4% |
| Participant deferral / active EE | $5,377 | $3,563+50.9% | $5,526-2.7% | $3,608+49.0% |
| Admin fee / account holder | $643 | $4,245-84.9% | $8,594-92.5% | $5,124-87.5% |