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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 | $40,207 | $93,598-57.0% | $135,974-70.4% | $75,173-46.5% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 21.66% | 30.89%-9.2pp | 68.30%-46.6pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,935 | $3,538-17.0% | $4,859-39.6% | $2,671+9.9% |
| Participant deferral / active EE | $5,793 | $6,405-9.6% | $7,760-25.3% | $4,126+40.4% |
| Admin fee / account holder | $4,955 | $6,978-29.0% | $10,767-54.0% | $5,651-12.3% |