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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 | $20,225 | $107,666-81.2% | $102,184-80.2% | $154,746-86.9% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 30.40% | 29.33%+1.1pp | 31.58%-1.2pp | 172.34%-141.9pp |
| Employer contribution / active EE | $4,069 | $3,846+5.8% | $3,594+13.2% | $4,379-7.1% |
| Participant deferral / active EE | $6,704 | $8,719-23.1% | $8,309-19.3% | $6,730-0.4% |
| Admin fee / account holder | $1,298 | $12,943-90.0% | $11,609-88.8% | $14,365-91.0% |