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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 | $172,324 | $78,428+119.7% | $95,960+79.6% | $79,852+115.8% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 14.49% | 19.37%-4.9pp | 91.63%-77.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $967 | $1,945-50.3% | $2,541-61.9% | $2,471-60.9% |
| Participant deferral / active EE | $4,705 | $3,440+36.8% | $4,167+12.9% | $3,740+25.8% |
| Admin fee / account holder | $25,194 | $5,622+348.1% | $6,797+270.7% | $5,306+374.8% |