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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 | $69,864 | $162,136-56.9% | $152,301-54.1% | $154,746-54.9% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 16.73% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,855 | $4,890-41.6% | $4,624-38.3% | $4,379-34.8% |
| Participant deferral / active EE | $10,282 | $8,341+23.3% | $8,004+28.5% | $6,730+52.8% |
| Admin fee / account holder | $5,917 | $15,759-62.5% | $14,398-58.9% | $14,365-58.8% |