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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 | $71,972 | $93,617-23.1% | $135,982-47.1% | $75,177-4.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 23.26% | 30.89%-7.6pp | 68.32%-45.1pp | 160.75%-137.5pp |
| Employer contribution / active EE | $2,193 | $3,538-38.0% | $4,859-54.9% | $2,671-17.9% |
| Participant deferral / active EE | $3,438 | $6,406-46.3% | $7,760-55.7% | $4,126-16.7% |
| Admin fee / account holder | $392 | $6,980-94.4% | $10,767-96.4% | $5,651-93.1% |