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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 | $83,205 | $154,228-46.1% | $145,433-42.8% | $137,256-39.4% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 19.10% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,920 | $4,804+2.4% | $4,554+8.0% | $4,156+18.4% |
| Participant deferral / active EE | $13,033 | $8,216+58.6% | $7,897+65.0% | $6,407+103.4% |
| Admin fee / account holder | $2,254 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |