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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 | $41,623 | $108,201-61.5% | $77,498-46.3% | $158,931-73.8% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 12.35% | 31.68%-19.3pp | 54.79%-42.4pp | 302.86%-290.5pp |
| Employer contribution / active EE | $2,749 | $1,325+107.4% | $987+178.6% | $4,761-42.3% |
| Participant deferral / active EE | $2,749 | $2,457+11.9% | $1,861+47.7% | $5,982-54.1% |
| Admin fee / account holder | $523 | $3,709-85.9% | $2,858-81.7% | $11,247-95.3% |