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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 | $30,867 | $136,860-77.4% | $120,344-74.4% | $154,746-80.1% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 14.25% | 21.38%-7.1pp | 20.30%-6.1pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,160 | $3,533+17.7% | $3,020+37.7% | $4,379-5.0% |
| Participant deferral / active EE | $9,263 | $5,793+59.9% | $5,135+80.4% | $6,730+37.6% |
| Admin fee / account holder | $5,605 | $15,393-63.6% | $12,742-56.0% | $14,365-61.0% |