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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 | $100,349 | $162,136-38.1% | $152,301-34.1% | $154,746-35.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 12.77% | 91.02%-78.3pp | 80.50%-67.7pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,495 | $4,890-69.4% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $14,213 | $8,341+70.4% | $8,004+77.6% | $6,730+111.2% |
| Admin fee / account holder | $2,619 | $15,759-83.4% | $14,398-81.8% | $14,365-81.8% |