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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 | $86,360 | $185,312-53.4% | $161,489-46.5% | $154,746-44.2% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 16.27% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,847 | $4,769-61.3% | $4,268-56.7% | $4,379-57.8% |
| Participant deferral / active EE | $5,347 | $6,350-15.8% | $5,630-5.0% | $6,730-20.6% |
| Admin fee / account holder | $2,983 | $18,654-84.0% | $16,006-81.4% | $14,365-79.2% |