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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 | $139,348 | $185,312-24.8% | $161,489-13.7% | $154,746-10.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.57% | 103.84%-88.3pp | 89.72%-74.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,045 | $4,769-57.1% | $4,268-52.1% | $4,379-53.3% |
| Participant deferral / active EE | $8,376 | $6,350+31.9% | $5,630+48.8% | $6,730+24.5% |
| Admin fee / account holder | $2,602 | $18,654-86.1% | $16,006-83.7% | $14,365-81.9% |