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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 | $135,021 | $185,312-27.1% | $161,489-16.4% | $154,746-12.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 19.93% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,926 | $4,769-38.6% | $4,268-31.4% | $4,379-33.2% |
| Participant deferral / active EE | $8,167 | $6,350+28.6% | $5,630+45.1% | $6,730+21.3% |
| Admin fee / account holder | $334 | $18,654-98.2% | $16,006-97.9% | $14,365-97.7% |