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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 | $56,542 | $93,589-39.6% | $135,942-58.4% | $75,181-24.8% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 22.60% | 30.90%-8.3pp | 68.28%-45.7pp | 160.69%-138.1pp |
| Employer contribution / active EE | $3,372 | $3,537-4.7% | $4,858-30.6% | $2,671+26.3% |
| Participant deferral / active EE | $8,731 | $6,405+36.3% | $7,759+12.5% | $4,126+111.6% |
| Admin fee / account holder | $3,272 | $6,977-53.1% | $10,764-69.6% | $5,650-42.1% |