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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 | $38,201 | $107,733-64.5% | $92,985-58.9% | $154,746-75.3% |
| Participation rate | 80.0% | 74.6%+5.4pp | 69.5%+10.5pp | 80.7%-0.7pp |
| Annual return | 16.64% | 30.39%-13.7pp | 27.99%-11.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,891 | $3,126-7.5% | $2,662+8.6% | $4,379-34.0% |
| Participant deferral / active EE | $4,998 | $5,053-1.1% | $4,377+14.2% | $6,730-25.7% |
| Admin fee / account holder | $337 | $11,369-97.0% | $9,463-96.4% | $14,365-97.7% |