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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 | $175,915 | $96,558+82.2% | $80,977+117.2% | $273,972-35.8% |
| Participation rate | 82.4% | 79.1%+3.3pp | 75.8%+6.5pp | 83.0%-0.7pp |
| Annual return | 7.89% | 15.14%-7.3pp | 17.11%-9.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $621 | $4,869-87.2% | $3,715-83.3% | $4,869-87.2% |
| Participant deferral / active EE | $9,226 | $6,598+39.8% | $5,696+62.0% | $5,287+74.5% |
| Admin fee / account holder | $491 | $7,493-93.4% | $5,517-91.1% | $10,133-95.2% |