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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 | $29,194 | $201,370-85.5% | $184,256-84.2% | $145,897-80.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.97% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,514 | $7,024-64.2% | $6,427-60.9% | $4,663-46.1% |
| Participant deferral / active EE | $8,294 | $9,808-15.4% | $9,133-9.2% | $6,689+24.0% |
| Admin fee / account holder | $2,555 | $16,364-84.4% | $13,899-81.6% | $13,390-80.9% |