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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 | $46,054 | $93,617-50.8% | $135,982-66.1% | $75,177-38.7% |
| Participation rate | 81.3% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 19.81% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $3,096 | $3,538-12.5% | $4,859-36.3% | $2,671+15.9% |
| Participant deferral / active EE | $10,697 | $6,406+67.0% | $7,760+37.9% | $4,126+159.2% |
| Admin fee / account holder | $1,196 | $6,980-82.9% | $10,767-88.9% | $5,651-78.8% |