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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 | $87,041 | $184,014-52.7% | $161,149-46.0% | $138,895-37.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 17.25% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,242 | $5,055-16.1% | $4,360-2.7% | $4,194+1.1% |
| Participant deferral / active EE | $7,565 | $6,909+9.5% | $6,153+22.9% | $6,396+18.3% |
| Admin fee / account holder | $485 | $18,027-97.3% | $15,194-96.8% | $12,562-96.1% |