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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 | $48,284+7.2% | $67,524-23.3% | $80,911-36.0% |
| Participation rate | 75.3% | 66.4%+8.9pp | 72.9%+2.4pp | 67.6%+7.7pp |
| Annual return | 20.68% | 18.27%+2.4pp | 3519.41%-3498.7pp | 35.63%-14.9pp |
| Employer contribution / active EE | $1,096 | $2,021-45.8% | $2,734-59.9% | $2,756-60.2% |
| Participant deferral / active EE | $4,190 | $2,927+43.2% | $4,001+4.7% | $4,297-2.5% |
| Admin fee / account holder | $6,178 | $3,688+67.5% | $4,001+54.4% | $6,935-10.9% |