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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 | $30,167 | $94,439-68.1% | $73,658-59.0% | $154,746-80.5% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 22.06% | 28.25%-6.2pp | 29.72%-7.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,322 | $1,257+84.7% | $1,032+124.9% | $4,379-47.0% |
| Participant deferral / active EE | $2,391 | $2,527-5.4% | $2,062+16.0% | $6,730-64.5% |
| Admin fee / account holder | $2,482 | $3,843-35.4% | $3,357-26.1% | $14,365-82.7% |