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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 | $92,616 | $62,672+47.8% | $185,117-50.0% | $70,124+32.1% |
| Participation rate | 93.6% | 63.8%+29.8pp | 77.3%+16.3pp | 69.5%+24.0pp |
| Annual return | 18.42% | 40.79%-22.4pp | 40.50%-22.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $535 | $1,753-69.5% | $4,182-87.2% | $2,342-77.2% |
| Participant deferral / active EE | $5,440 | $3,272+66.3% | $5,045+7.8% | $3,332+63.3% |
| Admin fee / account holder | $592 | $3,932-84.9% | $8,159-92.7% | $4,645-87.3% |