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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 | $75,670 | $154,228-50.9% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,599 | $4,804-25.1% | $4,554-21.0% | $4,156-13.4% |
| Participant deferral / active EE | $8,481 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $5,076 | $14,344-64.6% | $13,129-61.3% | $12,270-58.6% |