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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 | $100,613 | $185,312-45.7% | $161,489-37.7% | $154,746-35.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 15.50% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $5,385 | $4,769+12.9% | $4,268+26.2% | $4,379+23.0% |
| Participant deferral / active EE | $10,777 | $6,350+69.7% | $5,630+91.4% | $6,730+60.1% |
| Admin fee / account holder | $4,612 | $18,654-75.3% | $16,006-71.2% | $14,365-67.9% |