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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 | $98,442 | $67,602+45.6% | $82,312+19.6% | $70,126+40.4% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.3pp |
| Annual return | 12.32% | 21.57%-9.2pp | 25.88%-13.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $722 | $1,755-58.9% | $2,428-70.3% | $2,343-69.2% |
| Participant deferral / active EE | $4,699 | $2,987+57.3% | $3,706+26.8% | $3,332+41.0% |
| Admin fee / account holder | $19,959 | $4,512+342.4% | $5,608+255.9% | $4,645+329.6% |