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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 | $86,368 | $162,136-46.7% | $152,301-43.3% | $154,746-44.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 20.10% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $5,620 | $4,890+14.9% | $4,624+21.5% | $4,379+28.3% |
| Participant deferral / active EE | $11,834 | $8,341+41.9% | $8,004+47.9% | $6,730+75.8% |
| Admin fee / account holder | $1,587 | $15,759-89.9% | $14,398-89.0% | $14,365-89.0% |