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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 | $108,833 | $65,027+67.4% | $90,970+19.6% | $79,852+36.3% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 25.42% | 30.45%-5.0pp | 134.58%-109.2pp | 31.72%-6.3pp |
| Employer contribution / active EE | $759 | $1,247-39.2% | $2,122-64.3% | $2,471-69.3% |
| Participant deferral / active EE | $3,250 | $2,512+29.4% | $3,373-3.7% | $3,740-13.1% |
| Admin fee / account holder | $1,636 | $4,535-63.9% | $5,960-72.6% | $5,306-69.2% |