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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 | $93,617-58.5% | $135,982-71.4% | $75,177-48.3% |
| Participation rate | 78.9% | 75.2%+3.7pp | 81.9%-3.0pp | 67.2%+11.7pp |
| Annual return | 22.92% | 30.89%-8.0pp | 68.32%-45.4pp | 160.75%-137.8pp |
| Employer contribution / active EE | $3,604 | $3,538+1.9% | $4,859-25.8% | $2,671+34.9% |
| Participant deferral / active EE | $8,473 | $6,406+32.3% | $7,760+9.2% | $4,126+105.3% |
| Admin fee / account holder | $6,976 | $6,9800% | $10,767-35.2% | $5,651+23.4% |