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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 | $142,513 | $62,672+127.4% | $185,117-23.0% | $70,126+103.2% |
| Participation rate | 74.1% | 63.8%+10.3pp | 77.3%-3.2pp | 69.5%+4.5pp |
| Annual return | 16.43% | 40.79%-24.4pp | 40.50%-24.1pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,035 | $1,753-41.0% | $4,182-75.2% | $2,343-55.8% |
| Participant deferral / active EE | $6,651 | $3,272+103.3% | $5,045+31.8% | $3,332+99.6% |
| Admin fee / account holder | $5,591 | $3,932+42.2% | $8,159-31.5% | $4,645+20.3% |