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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 | $50,724 | $93,589-45.8% | $135,942-62.7% | $75,181-32.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 21.89% | 30.90%-9.0pp | 68.28%-46.4pp | 160.69%-138.8pp |
| Employer contribution / active EE | $3,734 | $3,537+5.6% | $4,858-23.1% | $2,671+39.8% |
| Participant deferral / active EE | $8,101 | $6,405+26.5% | $7,759+4.4% | $4,126+96.3% |
| Admin fee / account holder | $9,818 | $6,977+40.7% | $10,764-8.8% | $5,650+73.8% |