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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 | $92,787 | $162,136-42.8% | $152,301-39.1% | $154,746-40.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 18.75% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,322 | $4,890-32.1% | $4,624-28.2% | $4,379-24.1% |
| Participant deferral / active EE | $6,981 | $8,341-16.3% | $8,004-12.8% | $6,730+3.7% |
| Admin fee / account holder | $8,385 | $15,759-46.8% | $14,398-41.8% | $14,365-41.6% |