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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 | $34,099 | $201,264-83.1% | $184,185-81.5% | $145,978-76.6% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 22.20% | 29.00%-6.8pp | 28.81%-6.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $5,042 | $7,021-28.2% | $6,426-21.5% | $4,662+8.2% |
| Participant deferral / active EE | $9,005 | $9,806-8.2% | $9,132-1.4% | $6,690+34.6% |
| Admin fee / account holder | $2,815 | $16,376-82.8% | $13,909-79.8% | $13,400-79.0% |