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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 | $107,865 | $89,367+20.7% | $141,191-23.6% | $72,975+47.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 22.78% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $649 | $3,115-79.2% | $4,736-86.3% | $2,440-73.4% |
| Participant deferral / active EE | $3,614 | $5,419-33.3% | $6,710-46.1% | $3,608+0.2% |
| Admin fee / account holder | $343 | $5,957-94.2% | $10,264-96.7% | $5,124-93.3% |