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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 | $117,199 | $83,485+40.4% | $125,192-6.4% | $72,975+60.6% |
| Participation rate | 80.6% | 73.3%+7.3pp | 79.8%+0.9pp | 69.5%+11.2pp |
| Annual return | 20.89% | 25.77%-4.9pp | 43.79%-22.9pp | 81.01%-60.1pp |
| Employer contribution / active EE | $716 | $2,346-69.5% | $3,866-81.5% | $2,440-70.7% |
| Participant deferral / active EE | $4,325 | $3,586+20.6% | $4,937-12.4% | $3,608+19.9% |
| Admin fee / account holder | $4,144 | $5,518-24.9% | $9,704-57.3% | $5,124-19.1% |