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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 | $37,995 | $93,617-59.4% | $135,982-72.1% | $75,177-49.5% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 24.34% | 30.89%-6.5pp | 68.32%-44.0pp | 160.75%-136.4pp |
| Employer contribution / active EE | $6,097 | $3,538+72.3% | $4,859+25.5% | $2,671+128.3% |
| Participant deferral / active EE | $7,612 | $6,406+18.8% | $7,760-1.9% | $4,126+84.5% |
| Admin fee / account holder | $991 | $6,980-85.8% | $10,767-90.8% | $5,651-82.5% |