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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 | $39,393 | $201,264-80.4% | $184,185-78.6% | $145,978-73.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 10.11% | 29.00%-18.9pp | 28.81%-18.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $4,914 | $7,021-30.0% | $6,426-23.5% | $4,662+5.4% |
| Participant deferral / active EE | $3,894 | $9,806-60.3% | $9,132-57.4% | $6,690-41.8% |
| Admin fee / account holder | $9,425 | $16,376-42.4% | $13,909-32.2% | $13,400-29.7% |