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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 | $27,076 | $117,846-77.0% | $102,434-73.6% | $145,884-81.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 35.19% | 31.90%+3.3pp | 29.46%+5.7pp | 551.85%-516.7pp |
| Employer contribution / active EE | $2,562 | $3,615-29.1% | $3,023-15.3% | $4,662-45.1% |
| Participant deferral / active EE | $7,342 | $5,733+28.1% | $5,055+45.2% | $6,690+9.8% |
| Admin fee / account holder | $1,198 | $13,356-91.0% | $9,462-87.3% | $13,392-91.1% |