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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 | $116,146 | $67,602+71.8% | $82,312+41.1% | $70,126+65.6% |
| Participation rate | 70.8% | 72.8%-1.9pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 13.38% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $625 | $1,755-64.4% | $2,428-74.3% | $2,343-73.3% |
| Participant deferral / active EE | $3,601 | $2,987+20.5% | $3,706-2.8% | $3,332+8.1% |
| Admin fee / account holder | $3,040 | $4,512-32.6% | $5,608-45.8% | $4,645-34.6% |