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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 | $31,210 | $25,014+24.8% | $69,623-55.2% | $80,935-61.4% |
| Participation rate | 70.5% | 64.2%+6.3pp | 66.4%+4.1pp | 67.7%+2.9pp |
| Annual return | 14.56% | 19.08%-4.5pp | 101.23%-86.7pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,547 | $991+56.0% | $1,709-9.5% | $2,757-43.9% |
| Participant deferral / active EE | $2,666 | $1,840+44.9% | $2,890-7.7% | $4,299-38.0% |
| Admin fee / account holder | $4,829 | $2,491+93.9% | $4,696+2.8% | $6,924-30.3% |