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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 | $83,763 | $65,395+28.1% | $182,540-54.1% | $72,975+14.8% |
| Participation rate | 78.7% | 65.4%+13.3pp | 78.0%+0.7pp | 69.5%+9.2pp |
| Annual return | 20.63% | 27.68%-7.1pp | 148.58%-128.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $362 | $1,911-81.0% | $4,076-91.1% | $2,440-85.2% |
| Participant deferral / active EE | $4,428 | $3,563+24.3% | $5,525-19.9% | $3,608+22.7% |
| Admin fee / account holder | $15,287 | $4,245+260.1% | $8,593+77.9% | $5,124+198.3% |