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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 | $37,032 | $93,589-60.4% | $135,942-72.8% | $75,181-50.7% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 19.61% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $2,739 | $3,537-22.6% | $4,858-43.6% | $2,671+2.6% |
| Participant deferral / active EE | $7,032 | $6,405+9.8% | $7,759-9.4% | $4,126+70.4% |
| Admin fee / account holder | $1,357 | $6,977-80.6% | $10,764-87.4% | $5,650-76.0% |