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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 | $126,681 | $162,136-21.9% | $152,301-16.8% | $154,746-18.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 16.29% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,064 | $4,890-37.4% | $4,624-33.8% | $4,379-30.0% |
| Participant deferral / active EE | $6,991 | $8,341-16.2% | $8,004-12.7% | $6,730+3.9% |
| Admin fee / account holder | $1,281 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |