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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 | $108,383 | $154,228-29.7% | $145,433-25.5% | $137,256-21.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,320 | $4,804-30.9% | $4,554-27.1% | $4,156-20.1% |
| Participant deferral / active EE | $7,407 | $8,216-9.8% | $7,897-6.2% | $6,407+15.6% |
| Admin fee / account holder | $1,708 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |