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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 | $73,751 | $185,312-60.2% | $161,489-54.3% | $154,746-52.3% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 15.32% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,582 | $4,769-45.9% | $4,268-39.5% | $4,379-41.0% |
| Participant deferral / active EE | $5,824 | $6,350-8.3% | $5,630+3.4% | $6,730-13.5% |
| Admin fee / account holder | $780 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |