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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 | $135,591 | $58,828+130.5% | $78,002+73.8% | $62,881+115.6% |
| Participation rate | 73.9% | 71.1%+2.9pp | 75.5%-1.6pp | 69.3%+4.6pp |
| Annual return | 9.77% | 17.16%-7.4pp | 425.99%-416.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $549 | $1,672-67.2% | $2,470-77.8% | $2,281-75.9% |
| Participant deferral / active EE | $4,457 | $2,686+65.9% | $3,497+27.4% | $3,203+39.1% |
| Admin fee / account holder | $5,683 | $4,393+29.4% | $5,481+3.7% | $4,296+32.3% |