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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 | $107,237 | $83,485+28.5% | $125,195-14.3% | $72,976+46.9% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.5%+7.4pp |
| Annual return | 21.85% | 25.77%-3.9pp | 43.79%-21.9pp | 81.02%-59.2pp |
| Employer contribution / active EE | $615 | $2,346-73.8% | $3,866-84.1% | $2,440-74.8% |
| Participant deferral / active EE | $4,843 | $3,586+35.0% | $4,937-1.9% | $3,608+34.2% |
| Admin fee / account holder | $23,907 | $5,518+333.3% | $9,704+146.4% | $5,124+366.6% |