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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 | $97,730 | $213,785-54.3% | $185,441-47.3% | $155,188-37.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 14.70% | 19.97%-5.3pp | 20.16%-5.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $7,168 | $5,393+32.9% | $4,672+53.4% | $4,248+68.8% |
| Participant deferral / active EE | $3,778 | $6,864-45.0% | $6,152-38.6% | $6,531-42.2% |
| Admin fee / account holder | $1,584 | $21,134-92.5% | $17,890-91.1% | $14,480-89.1% |