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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 | $81,387 | $60,165+35.3% | $74,184+9.7% | $55,167+47.5% |
| Participation rate | 74.8% | 74.2%+0.6pp | 76.6%-1.9pp | 69.0%+5.8pp |
| Annual return | 8.14% | 10.00%-1.9pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $530 | $1,600-66.9% | $2,370-77.6% | $1,963-73.0% |
| Participant deferral / active EE | $4,174 | $2,973+40.4% | $3,550+17.6% | $3,054+36.7% |
| Admin fee / account holder | $1,155 | $419+175.4% | $5,586-79.3% | $504+129.1% |