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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 | $124,339 | $81,947+51.7% | $105,387+18.0% | $72,976+70.4% |
| Participation rate | 75.8% | 76.5%-0.8pp | 82.6%-6.8pp | 69.5%+6.3pp |
| Annual return | 19.26% | 42.90%-23.6pp | 26.82%-7.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,286 | $3,468-62.9% | $4,213-69.5% | $2,440-47.3% |
| Participant deferral / active EE | $4,494 | $4,4940% | $5,502-18.3% | $3,608+24.6% |
| Admin fee / account holder | $10,235 | $6,258+63.6% | $6,559+56.1% | $5,124+99.7% |