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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 | $70,280 | $185,312-62.1% | $161,489-56.5% | $154,746-54.6% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 19.56% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,090 | $4,769-56.2% | $4,268-51.0% | $4,379-52.3% |
| Participant deferral / active EE | $7,685 | $6,350+21.0% | $5,630+36.5% | $6,730+14.2% |
| Admin fee / account holder | $2,887 | $18,654-84.5% | $16,006-82.0% | $14,365-79.9% |