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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 | $149,645 | $58,493+155.8% | $84,021+78.1% | $72,975+105.1% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 20.25% | 28.93%-8.7pp | 71.32%-51.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $245 | $1,163-78.9% | $1,984-87.6% | $2,440-90.0% |
| Participant deferral / active EE | $7,679 | $2,394+220.8% | $3,239+137.1% | $3,608+112.8% |
| Admin fee / account holder | $2,157 | $4,569-52.8% | $6,102-64.6% | $5,124-57.9% |