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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 | $30,093 | $79,955-62.4% | $98,450-69.4% | $75,181-60.0% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 31.76% | 19.75%+12.0pp | 21.16%+10.6pp | 160.69%-128.9pp |
| Employer contribution / active EE | $2,922 | $2,264+29.1% | $3,049-4.1% | $2,671+9.4% |
| Participant deferral / active EE | $4,980 | $3,752+32.7% | $4,739+5.1% | $4,126+20.7% |
| Admin fee / account holder | $665 | $6,841-90.3% | $8,961-92.6% | $5,650-88.2% |