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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 | $125,760 | $72,027+74.6% | $185,835-32.3% | $79,852+57.5% |
| Participation rate | 79.2% | 65.8%+13.4pp | 78.0%+1.1pp | 69.6%+9.5pp |
| Annual return | 20.07% | 23.13%-3.1pp | 35.96%-15.9pp | 31.72%-11.7pp |
| Employer contribution / active EE | $740 | $1,965-62.4% | $4,087-81.9% | $2,471-70.1% |
| Participant deferral / active EE | $1,864 | $3,780-50.7% | $5,633-66.9% | $3,740-50.2% |
| Admin fee / account holder | $8,421 | $4,513+86.6% | $9,502-11.4% | $5,306+58.7% |