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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 | $99,060 | $65,034+52.3% | $90,970+8.9% | $79,856+24.0% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 13.63% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $540 | $1,247-56.7% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $4,907 | $2,512+95.3% | $3,373+45.5% | $3,741+31.2% |
| Admin fee / account holder | $6,077 | $4,536+34.0% | $5,961+1.9% | $5,306+14.5% |