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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 | $39,457 | $93,586-57.8% | $135,925-71.0% | $75,173-47.5% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 27.25% | 30.90%-3.7pp | 68.25%-41.0pp | 160.65%-133.4pp |
| Employer contribution / active EE | $4,781 | $3,537+35.2% | $4,857-1.6% | $2,670+79.0% |
| Participant deferral / active EE | $8,285 | $6,405+29.3% | $7,759+6.8% | $4,126+100.8% |
| Admin fee / account holder | $1,302 | $6,977-81.3% | $10,764-87.9% | $5,651-77.0% |