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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 | $103,992 | $77,472+34.2% | $100,415+3.6% | $80,959+28.5% |
| Participation rate | 70.4% | 76.9%-6.6pp | 81.5%-11.1pp | 67.7%+2.7pp |
| Annual return | 12.51% | 37.26%-24.8pp | 49.47%-37.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $641 | $2,800-77.1% | $3,943-83.7% | $2,757-76.7% |
| Participant deferral / active EE | $4,657 | $6,818-31.7% | $8,091-42.4% | $4,300+8.3% |
| Admin fee / account holder | $25,981 | $5,885+341.5% | $7,906+228.6% | $6,925+275.2% |