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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 | $29,624 | $185,312-84.0% | $161,489-81.7% | $154,746-80.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 23.50% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,456 | $4,769-48.5% | $4,268-42.5% | $4,379-43.9% |
| Participant deferral / active EE | $7,009 | $6,350+10.4% | $5,630+24.5% | $6,730+4.1% |
| Admin fee / account holder | $2,161 | $18,654-88.4% | $16,006-86.5% | $14,365-85.0% |