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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 | $25,645 | $112,729-77.3% | $98,716-74.0% | $137,256-81.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 35.83% | 38.48%-2.6pp | 31.81%+4.0pp | 220.34%-184.5pp |
| Employer contribution / active EE | $4,473 | $2,725+64.1% | $2,279+96.3% | $4,156+7.6% |
| Participant deferral / active EE | $5,998 | $4,640+29.3% | $4,048+48.2% | $6,407-6.4% |
| Admin fee / account holder | $4,734 | $10,129-53.3% | $8,703-45.6% | $12,270-61.4% |