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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 | $138,312-77.7% | $122,979-74.9% | $155,188-80.1% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 14.25% | 22.06%-7.8pp | 20.12%-5.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $4,160 | $3,530+17.8% | $3,062+35.8% | $4,248-2.1% |
| Participant deferral / active EE | $9,263 | $5,592+65.6% | $5,003+85.2% | $6,531+41.8% |
| Admin fee / account holder | $5,605 | $15,089-62.9% | $12,864-56.4% | $14,480-61.3% |