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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 | $55,988 | $93,598-40.2% | $135,974-58.8% | $75,173-25.5% |
| Participation rate | 81.2% | 75.2%+6.0pp | 81.9%-0.8pp | 67.2%+14.0pp |
| Annual return | 22.66% | 30.89%-8.2pp | 68.30%-45.6pp | 160.72%-138.1pp |
| Employer contribution / active EE | $3,384 | $3,538-4.3% | $4,859-30.3% | $2,671+26.7% |
| Participant deferral / active EE | $6,227 | $6,405-2.8% | $7,760-19.8% | $4,126+50.9% |
| Admin fee / account holder | $552 | $6,978-92.1% | $10,767-94.9% | $5,651-90.2% |