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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 | $38,878 | $93,589-58.5% | $135,942-71.4% | $75,181-48.3% |
| Participation rate | 78.9% | 75.2%+3.8pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 22.92% | 30.90%-8.0pp | 68.28%-45.4pp | 160.69%-137.8pp |
| Employer contribution / active EE | $3,604 | $3,537+1.9% | $4,858-25.8% | $2,671+35.0% |
| Participant deferral / active EE | $8,473 | $6,405+32.3% | $7,759+9.2% | $4,126+105.4% |
| Admin fee / account holder | $6,976 | $6,9770% | $10,764-35.2% | $5,650+23.5% |