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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 | $34,500 | $93,598-63.1% | $135,974-74.6% | $75,173-54.1% |
| Participation rate | 81.0% | 75.2%+5.8pp | 81.9%-1.0pp | 67.2%+13.7pp |
| Annual return | 22.39% | 30.89%-8.5pp | 68.30%-45.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $3,773 | $3,538+6.6% | $4,859-22.4% | $2,671+41.2% |
| Participant deferral / active EE | $7,992 | $6,405+24.8% | $7,760+3.0% | $4,126+93.7% |
| Admin fee / account holder | $2,321 | $6,978-66.7% | $10,767-78.4% | $5,651-58.9% |