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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 | $25,032 | $93,598-73.3% | $135,974-81.6% | $75,173-66.7% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.0pp | 67.2%+15.8pp |
| Annual return | 26.59% | 30.89%-4.3pp | 68.30%-41.7pp | 160.72%-134.1pp |
| Employer contribution / active EE | $2,449 | $3,538-30.8% | $4,859-49.6% | $2,671-8.3% |
| Participant deferral / active EE | $4,710 | $6,405-26.5% | $7,760-39.3% | $4,126+14.1% |
| Admin fee / account holder | $461 | $6,978-93.4% | $10,767-95.7% | $5,651-91.8% |