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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 | $93,617-57.9% | $135,982-71.0% | $75,177-47.5% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 27.25% | 30.89%-3.6pp | 68.32%-41.1pp | 160.75%-133.5pp |
| Employer contribution / active EE | $4,781 | $3,538+35.1% | $4,859-1.6% | $2,671+79.0% |
| Participant deferral / active EE | $8,285 | $6,406+29.3% | $7,760+6.8% | $4,126+100.8% |
| Admin fee / account holder | $1,302 | $6,980-81.4% | $10,767-87.9% | $5,651-77.0% |