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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 | $84,075 | $148,582-43.4% | $135,942-38.2% | $139,456-39.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.96% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,706 | $5,245-67.5% | $4,858-64.9% | $4,753-64.1% |
| Participant deferral / active EE | $9,703 | $8,101+19.8% | $7,759+25.1% | $6,711+44.6% |
| Admin fee / account holder | $1,400 | $12,402-88.7% | $10,764-87.0% | $11,407-87.7% |