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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 | $173,676 | $185,312-6.3% | $161,489+7.5% | $154,746+12.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.51% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,528 | $4,769-68.0% | $4,268-64.2% | $4,379-65.1% |
| Participant deferral / active EE | $3,531 | $6,350-44.4% | $5,630-37.3% | $6,730-47.5% |
| Admin fee / account holder | $894 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |