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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 | $60,912 | $110,212-44.7% | $96,534-36.9% | $139,466-56.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 20.60% | 26.42%-5.8pp | 25.88%-5.3pp | 373.66%-353.1pp |
| Employer contribution / active EE | $4,110 | $3,620+13.5% | $2,965+38.6% | $4,754-13.6% |
| Participant deferral / active EE | $6,719 | $5,547+21.1% | $4,851+38.5% | $6,712+0.1% |
| Admin fee / account holder | $976 | $11,599-91.6% | $8,253-88.2% | $11,409-91.4% |