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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 | $104,650-71.2% | $83,854-64.0% | $155,188-80.6% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 22.06% | 28.97%-6.9pp | 31.39%-9.3pp | 148.84%-126.8pp |
| Employer contribution / active EE | $2,322 | $1,196+94.1% | $1,017+128.2% | $4,248-45.3% |
| Participant deferral / active EE | $2,391 | $2,367+1.0% | $2,035+17.5% | $6,531-63.4% |
| Admin fee / account holder | $2,482 | $3,518-29.5% | $3,197-22.4% | $14,480-82.9% |