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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 | $78,927 | $162,136-51.3% | $152,301-48.2% | $154,746-49.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 17.08% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,582 | $8,341-9.1% | $8,004-5.3% | $6,730+12.7% |
| Admin fee / account holder | $12,895 | $15,759-18.2% | $14,398-10.4% | $14,365-10.2% |