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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 | $109,686 | $67,602+62.3% | $82,312+33.3% | $70,126+56.4% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 12.23% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $478 | $1,755-72.7% | $2,428-80.3% | $2,343-79.6% |
| Participant deferral / active EE | $3,844 | $2,987+28.7% | $3,706+3.7% | $3,332+15.4% |
| Admin fee / account holder | $19,555 | $4,512+333.4% | $5,608+248.7% | $4,645+321.0% |