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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 | $98,330 | $60,349+62.9% | $74,184+32.5% | $62,881+56.4% |
| Participation rate | 74.4% | 72.7%+1.7pp | 76.6%-2.2pp | 69.3%+5.1pp |
| Annual return | 5.05% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $724 | $1,680-56.9% | $2,370-69.5% | $2,281-68.3% |
| Participant deferral / active EE | $2,915 | $2,856+2.1% | $3,550-17.9% | $3,203-9.0% |
| Admin fee / account holder | $6,185 | $4,261+45.2% | $5,586+10.7% | $4,296+44.0% |