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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 | $29,533 | $25,014+18.1% | $69,632-57.6% | $80,959-63.5% |
| Participation rate | 80.7% | 64.2%+16.5pp | 66.4%+14.3pp | 67.7%+13.1pp |
| Annual return | 13.40% | 19.08%-5.7pp | 101.32%-87.9pp | 35.67%-22.3pp |
| Employer contribution / active EE | $815 | $991-17.8% | $1,708-52.3% | $2,757-70.4% |
| Participant deferral / active EE | $2,472 | $1,840+34.4% | $2,889-14.4% | $4,300-42.5% |
| Admin fee / account holder | $312 | $2,491-87.5% | $4,695-93.4% | $6,925-95.5% |