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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 | $99,403 | $72,012+38.0% | $185,827-46.5% | $79,858+24.5% |
| Participation rate | 76.4% | 65.8%+10.6pp | 78.0%-1.7pp | 69.6%+6.7pp |
| Annual return | 22.84% | 23.12%-0.3pp | 35.96%-13.1pp | 31.72%-8.9pp |
| Employer contribution / active EE | $870 | $1,965-55.7% | $4,087-78.7% | $2,471-64.8% |
| Participant deferral / active EE | $4,542 | $3,779+20.2% | $5,633-19.4% | $3,740+21.4% |
| Admin fee / account holder | $11,102 | $4,513+146.0% | $9,502+16.8% | $5,306+109.2% |