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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 | $84,850 | $185,312-54.2% | $161,489-47.5% | $154,746-45.2% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 20.28% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $7,180 | $4,769+50.5% | $4,268+68.2% | $4,379+64.0% |
| Participant deferral / active EE | $7,913 | $6,350+24.6% | $5,630+40.6% | $6,730+17.6% |
| Admin fee / account holder | $2,432 | $18,654-87.0% | $16,006-84.8% | $14,365-83.1% |