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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 | $106,974-67.8% | $90,796-62.0% | $138,895-75.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.5%+5.5pp | 79.9%-4.9pp |
| Annual return | 23.23% | 20.10%+3.1pp | 19.29%+3.9pp | 145.39%-122.2pp |
| Employer contribution / active EE | $3,551 | $2,609+36.1% | $2,294+54.8% | $4,194-15.3% |
| Participant deferral / active EE | $22,411 | $4,455+403.1% | $3,822+486.4% | $6,396+250.4% |
| Admin fee / account holder | $8,743 | $8,626+1.4% | $7,024+24.5% | $12,562-30.4% |