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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 | $154,494 | $83,485+85.1% | $125,192+23.4% | $72,975+111.7% |
| Participation rate | 78.6% | 73.3%+5.3pp | 79.8%-1.2pp | 69.5%+9.1pp |
| Annual return | 18.68% | 25.77%-7.1pp | 43.79%-25.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $643 | $2,346-72.6% | $3,866-83.4% | $2,440-73.6% |
| Participant deferral / active EE | $5,113 | $3,586+42.6% | $4,937+3.6% | $3,608+41.7% |
| Admin fee / account holder | $1,427 | $5,518-74.1% | $9,704-85.3% | $5,124-72.1% |