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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 | $126,661-75.6% | $113,397-72.8% | $138,895-77.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 14.25% | 25.05%-10.8pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,160 | $3,456+20.4% | $2,977+39.7% | $4,194-0.8% |
| Participant deferral / active EE | $9,263 | $5,693+62.7% | $5,076+82.5% | $6,396+44.8% |
| Admin fee / account holder | $5,605 | $14,549-61.5% | $11,957-53.1% | $12,562-55.4% |