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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 | $112,826 | $58,493+92.9% | $84,023+34.3% | $72,976+54.6% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 23.02% | 28.93%-5.9pp | 71.32%-48.3pp | 81.02%-58.0pp |
| Employer contribution / active EE | $590 | $1,163-49.2% | $1,984-70.2% | $2,440-75.8% |
| Participant deferral / active EE | $5,083 | $2,394+112.3% | $3,239+56.9% | $3,608+40.9% |
| Admin fee / account holder | $5,854 | $4,569+28.1% | $6,102-4.1% | $5,124+14.2% |