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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 | $201,264-85.5% | $184,185-84.1% | $145,978-80.0% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.97% | 29.00%-16.0pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $2,514 | $7,021-64.2% | $6,426-60.9% | $4,662-46.1% |
| Participant deferral / active EE | $8,294 | $9,806-15.4% | $9,132-9.2% | $6,690+24.0% |
| Admin fee / account holder | $2,555 | $16,376-84.4% | $13,909-81.6% | $13,400-80.9% |