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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 | $82,766 | $162,136-49.0% | $152,301-45.7% | $154,746-46.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 16.58% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $4,107 | $4,890-16.0% | $4,624-11.2% | $4,379-6.2% |
| Participant deferral / active EE | $8,241 | $8,341-1.2% | $8,004+3.0% | $6,730+22.4% |
| Admin fee / account holder | $5,296 | $15,759-66.4% | $14,398-63.2% | $14,365-63.1% |