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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 | $105,900 | $185,312-42.9% | $161,489-34.4% | $154,746-31.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.70% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,937 | $4,769-59.4% | $4,268-54.6% | $4,379-55.8% |
| Participant deferral / active EE | $6,441 | $6,350+1.4% | $5,630+14.4% | $6,730-4.3% |
| Admin fee / account holder | $915 | $18,654-95.1% | $16,006-94.3% | $14,365-93.6% |