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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 | $51,781 | $48,337+7.1% | $67,560-23.4% | $80,959-36.0% |
| Participation rate | 75.3% | 66.4%+8.9pp | 72.9%+2.4pp | 67.7%+7.6pp |
| Annual return | 20.68% | 18.26%+2.4pp | 3533.50%-3512.8pp | 35.67%-15.0pp |
| Employer contribution / active EE | $1,096 | $2,023-45.8% | $2,737-59.9% | $2,757-60.2% |
| Participant deferral / active EE | $4,190 | $2,928+43.1% | $4,004+4.6% | $4,300-2.6% |
| Admin fee / account holder | $6,178 | $3,695+67.2% | $3,994+54.7% | $6,925-10.8% |