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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 | $50,791 | $93,617-45.7% | $135,982-62.6% | $75,177-32.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 18.90% | 30.89%-12.0pp | 68.32%-49.4pp | 160.75%-141.9pp |
| Employer contribution / active EE | $4,447 | $3,538+25.7% | $4,859-8.5% | $2,671+66.5% |
| Participant deferral / active EE | $7,606 | $6,406+18.7% | $7,760-2.0% | $4,126+84.3% |
| Admin fee / account holder | $4,003 | $6,980-42.6% | $10,767-62.8% | $5,651-29.2% |