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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 | $162,136-48.7% | $152,301-45.4% | $154,746-46.2% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 19.10% | 91.02%-71.9pp | 80.50%-61.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $4,920 | $4,890+0.6% | $4,624+6.4% | $4,379+12.4% |
| Participant deferral / active EE | $13,033 | $8,341+56.3% | $8,004+62.8% | $6,730+93.6% |
| Admin fee / account holder | $2,254 | $15,759-85.7% | $14,398-84.3% | $14,365-84.3% |