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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 | $26,258 | $77,901-66.3% | $149,717-82.5% | $75,181-65.1% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 26.27% | 31.73%-5.5pp | 134.41%-108.1pp | 160.69%-134.4pp |
| Employer contribution / active EE | $4,287 | $3,137+36.6% | $4,820-11.1% | $2,671+60.5% |
| Participant deferral / active EE | $6,505 | $3,411+90.7% | $5,682+14.5% | $4,126+57.7% |
| Admin fee / account holder | $434 | $5,949-92.7% | $13,213-96.7% | $5,650-92.3% |