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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 | $125,080 | $162,136-22.9% | $152,301-17.9% | $154,746-19.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 15.22% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,839 | $4,890-41.9% | $4,624-38.6% | $4,379-35.2% |
| Participant deferral / active EE | $16,826 | $8,341+101.7% | $8,004+110.2% | $6,730+150.0% |
| Admin fee / account holder | $1,080 | $15,759-93.1% | $14,398-92.5% | $14,365-92.5% |