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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 | $99,764 | $185,312-46.2% | $161,489-38.2% | $154,746-35.5% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 17.54% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,849 | $4,769-40.3% | $4,268-33.3% | $4,379-34.9% |
| Participant deferral / active EE | $7,023 | $6,350+10.6% | $5,630+24.7% | $6,730+4.3% |
| Admin fee / account holder | $2,840 | $18,654-84.8% | $16,006-82.3% | $14,365-80.2% |