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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 | $130,001 | $78,423+65.8% | $95,964+35.5% | $79,856+62.8% |
| Participation rate | 76.4% | 73.5%+2.9pp | 77.1%-0.7pp | 69.6%+6.7pp |
| Annual return | 13.70% | 19.37%-5.7pp | 91.64%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $966 | $1,945-50.3% | $2,541-62.0% | $2,471-60.9% |
| Participant deferral / active EE | $3,845 | $3,440+11.8% | $4,167-7.7% | $3,741+2.8% |
| Admin fee / account holder | $9,727 | $5,622+73.0% | $6,797+43.1% | $5,306+83.3% |