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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 | $24,061 | $185,312-87.0% | $161,489-85.1% | $154,746-84.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.26% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,219 | $4,769-74.4% | $4,268-71.4% | $4,379-72.2% |
| Participant deferral / active EE | $7,592 | $6,350+19.6% | $5,630+34.9% | $6,730+12.8% |
| Admin fee / account holder | $9,252 | $18,654-50.4% | $16,006-42.2% | $14,365-35.6% |