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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 | $75,394 | $185,312-59.3% | $161,489-53.3% | $154,746-51.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 12.62% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,511 | $4,769-47.4% | $4,268-41.2% | $4,379-42.7% |
| Participant deferral / active EE | $6,498 | $6,350+2.3% | $5,630+15.4% | $6,730-3.5% |
| Admin fee / account holder | $19,954 | $18,654+7.0% | $16,006+24.7% | $14,365+38.9% |