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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 | $12,047 | $94,439-87.2% | $73,658-83.6% | $154,746-92.2% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 28.47% | 28.25%+0.2pp | 29.72%-1.3pp | 172.34%-143.9pp |
| Employer contribution / active EE | $2,660 | $1,257+111.6% | $1,032+157.7% | $4,379-39.3% |
| Participant deferral / active EE | $3,015 | $2,527+19.3% | $2,062+46.2% | $6,730-55.2% |
| Admin fee / account holder | $334 | $3,843-91.3% | $3,357-90.1% | $14,365-97.7% |