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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 | $34,467 | $102,245-66.3% | $89,340-61.4% | $137,256-74.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 23.23% | 21.89%+1.3pp | 20.57%+2.7pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,551 | $2,529+40.4% | $2,231+59.1% | $4,156-14.6% |
| Participant deferral / active EE | $22,411 | $4,436+405.2% | $3,823+486.2% | $6,407+249.8% |
| Admin fee / account holder | $8,743 | $8,085+8.1% | $6,704+30.4% | $12,270-28.7% |