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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 | $104,281 | $67,602+54.3% | $82,312+26.7% | $70,126+48.7% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 12.24% | 21.57%-9.3pp | 25.88%-13.6pp | 73.15%-60.9pp |
| Employer contribution / active EE | $590 | $1,755-66.4% | $2,428-75.7% | $2,343-74.8% |
| Participant deferral / active EE | $4,472 | $2,987+49.7% | $3,706+20.7% | $3,332+34.2% |
| Admin fee / account holder | $23,594 | $4,512+423.0% | $5,608+320.7% | $4,645+407.9% |