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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 | $94,940 | $97,125-2.2% | $86,233+10.1% | $137,256-30.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.20% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,592 | $2,841-8.8% | $2,504+3.5% | $4,156-37.6% |
| Participant deferral / active EE | $7,356 | $5,180+42.0% | $4,559+61.3% | $6,407+14.8% |
| Admin fee / account holder | $345 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |