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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 | $48,314+7.2% | $67,561-23.4% | $80,925-36.0% |
| Participation rate | 75.3% | 66.4%+8.9pp | 72.9%+2.4pp | 67.7%+7.7pp |
| Annual return | 20.68% | 18.28%+2.4pp | 3525.44%-3504.8pp | 35.65%-15.0pp |
| Employer contribution / active EE | $1,096 | $2,022-45.8% | $2,735-59.9% | $2,756-60.2% |
| Participant deferral / active EE | $4,190 | $2,927+43.2% | $4,003+4.7% | $4,299-2.5% |
| Admin fee / account holder | $6,178 | $3,690+67.5% | $4,006+54.2% | $6,940-11.0% |