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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 | $48,832 | $162,136-69.9% | $152,301-67.9% | $154,746-68.4% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 16.18% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,382 | $4,890-71.7% | $4,624-70.1% | $4,379-68.4% |
| Participant deferral / active EE | $8,827 | $8,341+5.8% | $8,004+10.3% | $6,730+31.2% |
| Admin fee / account holder | $13,986 | $15,759-11.3% | $14,398-2.9% | $14,365-2.6% |