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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 | $148,629-43.4% | $135,982-38.2% | $139,487-39.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.96% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,706 | $5,247-67.5% | $4,859-64.9% | $4,755-64.1% |
| Participant deferral / active EE | $9,703 | $8,102+19.8% | $7,760+25.0% | $6,713+44.5% |
| Admin fee / account holder | $1,400 | $12,406-88.7% | $10,767-87.0% | $11,407-87.7% |