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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 | $30,977 | $93,598-66.9% | $135,974-77.2% | $75,173-58.8% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 23.91% | 30.89%-7.0pp | 68.30%-44.4pp | 160.72%-136.8pp |
| Employer contribution / active EE | $3,383 | $3,538-4.4% | $4,859-30.4% | $2,671+26.7% |
| Participant deferral / active EE | $6,168 | $6,405-3.7% | $7,760-20.5% | $4,126+49.5% |
| Admin fee / account holder | $1,488 | $6,978-78.7% | $10,767-86.2% | $5,651-73.7% |