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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 | $34,739 | $210,510-83.5% | $153,500-77.4% | $145,877-76.2% |
| Participation rate | 85.7% | 82.1%+3.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.10% | 13.45%-1.4pp | 15.70%-3.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $4,717 | $6,052-22.1% | $5,039-6.4% | $4,663+1.2% |
| Participant deferral / active EE | $7,716 | $7,974-3.2% | $6,756+14.2% | $6,691+15.3% |
| Admin fee / account holder | $15,823 | $19,455-18.7% | $12,736+24.2% | $13,402+18.1% |