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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 | $28,206 | $201,370-86.0% | $184,256-84.7% | $145,897-80.7% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 21.79% | 29.05%-7.3pp | 28.85%-7.1pp | 552.29%-530.5pp |
| Employer contribution / active EE | $6,787 | $7,024-3.4% | $6,427+5.6% | $4,663+45.6% |
| Participant deferral / active EE | $10,796 | $9,808+10.1% | $9,133+18.2% | $6,689+61.4% |
| Admin fee / account holder | $10,653 | $16,364-34.9% | $13,899-23.4% | $13,390-20.4% |