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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 | $97,289-79.2% | $92,805-78.2% | $155,188-87.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 30.40% | 29.03%+1.4pp | 31.59%-1.2pp | 148.84%-118.4pp |
| Employer contribution / active EE | $4,069 | $3,632+12.0% | $3,424+18.8% | $4,248-4.2% |
| Participant deferral / active EE | $6,704 | $8,795-23.8% | $8,448-20.6% | $6,531+2.6% |
| Admin fee / account holder | $1,298 | $12,015-89.2% | $10,911-88.1% | $14,480-91.0% |