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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 | $149,743 | $77,472+93.3% | $100,415+49.1% | $80,959+85.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 67.7%+7.3pp |
| Annual return | 14.70% | 37.26%-22.6pp | 49.47%-34.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $598 | $2,800-78.6% | $3,943-84.8% | $2,757-78.3% |
| Participant deferral / active EE | $7,245 | $6,818+6.3% | $8,091-10.5% | $4,300+68.5% |
| Admin fee / account holder | $1,600 | $5,885-72.8% | $7,906-79.8% | $6,925-76.9% |