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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 | $28,098 | $52,911-46.9% | $73,309-61.7% | $59,633-52.9% |
| Participation rate | 78.0% | 68.2%+9.8pp | 74.9%+3.1pp | 68.7%+9.3pp |
| Annual return | 12.46% | 12.20%+0.3pp | 5.67%+6.8pp | 2041.45%-2029.0pp |
| Employer contribution / active EE | $3,071 | $1,909+60.9% | $3,237-5.1% | $2,203+39.4% |
| Participant deferral / active EE | $5,946 | $4,069+46.1% | $4,991+19.1% | $3,192+86.3% |
| Admin fee / account holder | $1,996 | $3,835-47.9% | $5,635-64.6% | $4,297-53.5% |