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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 | $79,429 | $136,860-42.0% | $120,344-34.0% | $154,746-48.7% |
| Participation rate | 82.4% | 79.9%+2.5pp | 76.7%+5.6pp | 80.7%+1.7pp |
| Annual return | 14.77% | 21.38%-6.6pp | 20.30%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,256 | $3,533-36.1% | $3,020-25.3% | $4,379-48.5% |
| Participant deferral / active EE | $4,825 | $5,793-16.7% | $5,135-6.0% | $6,730-28.3% |
| Admin fee / account holder | $20,969 | $15,393+36.2% | $12,742+64.6% | $14,365+46.0% |