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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 | $30,446 | $93,617-67.5% | $135,982-77.6% | $75,177-59.5% |
| Participation rate | 80.6% | 75.2%+5.4pp | 81.9%-1.3pp | 67.2%+13.4pp |
| Annual return | 31.15% | 30.89%+0.3pp | 68.32%-37.2pp | 160.75%-129.6pp |
| Employer contribution / active EE | $2,929 | $3,538-17.2% | $4,859-39.7% | $2,671+9.7% |
| Participant deferral / active EE | $8,318 | $6,406+29.8% | $7,760+7.2% | $4,126+101.6% |
| Admin fee / account holder | $393 | $6,980-94.4% | $10,767-96.3% | $5,651-93.0% |