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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 | $115,780 | $185,312-37.5% | $161,489-28.3% | $154,746-25.2% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 18.44% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,817 | $4,769-40.9% | $4,268-34.0% | $4,379-35.7% |
| Participant deferral / active EE | $6,384 | $6,350+0.5% | $5,630+13.4% | $6,730-5.1% |
| Admin fee / account holder | $8,087 | $18,654-56.7% | $16,006-49.5% | $14,365-43.7% |