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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 | $93,598-39.6% | $135,974-58.4% | $75,173-24.8% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 22.60% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $3,372 | $3,538-4.7% | $4,859-30.6% | $2,671+26.2% |
| Participant deferral / active EE | $8,731 | $6,405+36.3% | $7,760+12.5% | $4,126+111.6% |
| Admin fee / account holder | $3,272 | $6,978-53.1% | $10,767-69.6% | $5,651-42.1% |