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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 | $34,720 | $135,905-74.5% | $126,068-72.5% | $198,609-82.5% |
| Participation rate | 95.0% | 85.6%+9.4pp | 84.7%+10.3pp | 82.4%+12.6pp |
| Annual return | 16.88% | 14.07%+2.8pp | 15.01%+1.9pp | 202.70%-185.8pp |
| Employer contribution / active EE | $6,672 | $4,245+57.2% | $3,968+68.2% | $5,055+32.0% |
| Participant deferral / active EE | $12,703 | $8,523+49.0% | $8,214+54.7% | $6,977+82.1% |
| Admin fee / account holder | $10,914 | $21,036-48.1% | $18,264-40.2% | $19,030-42.7% |