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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 | $92,077 | $64,909+41.9% | $82,312+11.9% | $62,293+47.8% |
| Participation rate | 78.1% | 74.9%+3.2pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 20.61% | 21.18%-0.6pp | 25.88%-5.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $544 | $1,676-67.5% | $2,428-77.6% | $2,042-73.3% |
| Participant deferral / active EE | $4,369 | $3,103+40.8% | $3,706+17.9% | $3,169+37.9% |
| Admin fee / account holder | $2,704 | $440+515.2% | $5,608-51.8% | $479+464.2% |