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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 | $38,087 | $99,875-61.9% | $146,866-74.1% | $86,983-56.2% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.98% | 28.10%-7.1pp | 102.85%-81.9pp | 25.83%-4.9pp |
| Employer contribution / active EE | $3,155 | $3,224-2.2% | $4,425-28.7% | $2,584+22.1% |
| Participant deferral / active EE | $8,486 | $6,322+34.2% | $7,759+9.4% | $4,194+102.3% |
| Admin fee / account holder | $762 | $7,838-90.3% | $13,620-94.4% | $7,856-90.3% |