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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 | $140,520 | $76,371+84.0% | $93,621+50.1% | $72,976+92.6% |
| Participation rate | 87.2% | 71.8%+15.4pp | 75.8%+11.3pp | 69.5%+17.7pp |
| Annual return | 23.45% | 25.82%-2.4pp | 32.76%-9.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $640 | $2,276-71.9% | $2,719-76.5% | $2,440-73.8% |
| Participant deferral / active EE | $5,074 | $3,538+43.4% | $4,070+24.7% | $3,608+40.6% |
| Admin fee / account holder | $15,890 | $6,839+132.3% | $7,890+101.4% | $5,124+210.1% |