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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 | $5,400 | $94,439-94.3% | $73,658-92.7% | $154,746-96.5% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 21.95% | 28.25%-6.3pp | 29.72%-7.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $711 | $1,257-43.5% | $1,032-31.2% | $4,379-83.8% |
| Participant deferral / active EE | $1,111 | $2,527-56.0% | $2,062-46.1% | $6,730-83.5% |
| Admin fee / account holder | $1,644 | $3,843-57.2% | $3,357-51.0% | $14,365-88.6% |