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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 | $85,777 | $225,673-62.0% | $203,872-57.9% | $155,188-44.7% |
| Participation rate | 82.6% | 80.3%+2.3pp | 77.8%+4.8pp | 80.8%+1.8pp |
| Annual return | 11.99% | 95.91%-83.9pp | 85.11%-73.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $3,485 | $4,099-15.0% | $3,757-7.3% | $4,248-18.0% |
| Participant deferral / active EE | $6,695 | $6,893-2.9% | $6,388+4.8% | $6,531+2.5% |
| Admin fee / account holder | $11,905 | $12,327-3.4% | $11,730+1.5% | $14,480-17.8% |