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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 | $36,327 | $93,598-61.2% | $135,974-73.3% | $75,173-51.7% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 32.74% | 30.89%+1.8pp | 68.30%-35.6pp | 160.72%-128.0pp |
| Employer contribution / active EE | $2,938 | $3,538-17.0% | $4,859-39.5% | $2,671+10.0% |
| Participant deferral / active EE | $8,009 | $6,405+25.0% | $7,760+3.2% | $4,126+94.1% |
| Admin fee / account holder | $794 | $6,978-88.6% | $10,767-92.6% | $5,651-86.0% |