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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 | $31,673 | $155,555-79.6% | $146,866-78.4% | $155,188-79.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.5%-3.3pp | 80.8%-1.6pp |
| Annual return | 18.68% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,280 | $4,647-50.9% | $4,425-48.5% | $4,248-46.3% |
| Participant deferral / active EE | $7,395 | $8,044-8.1% | $7,759-4.7% | $6,531+13.2% |
| Admin fee / account holder | $1,708 | $14,755-88.4% | $13,620-87.5% | $14,480-88.2% |