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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 | $23,829 | $185,312-87.1% | $161,489-85.2% | $154,746-84.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 18.48% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $7,856 | $4,769+64.7% | $4,268+84.1% | $4,379+79.4% |
| Participant deferral / active EE | $15,698 | $6,350+147.2% | $5,630+178.8% | $6,730+133.2% |
| Admin fee / account holder | $21,822 | $18,654+17.0% | $16,006+36.3% | $14,365+51.9% |