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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 | $108,285-61.6% | $77,552-46.3% | $158,982-73.8% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 12.35% | 31.69%-19.3pp | 54.82%-42.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,749 | $1,325+107.5% | $987+178.6% | $4,763-42.3% |
| Participant deferral / active EE | $2,749 | $2,455+12.0% | $1,861+47.7% | $5,983-54.1% |
| Admin fee / account holder | $523 | $3,709-85.9% | $2,859-81.7% | $11,252-95.4% |