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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 | $162,136-33.2% | $152,301-28.8% | $154,746-30.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 16.34% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,320 | $4,890-32.1% | $4,624-28.2% | $4,379-24.2% |
| Participant deferral / active EE | $7,407 | $8,341-11.2% | $8,004-7.5% | $6,730+10.1% |
| Admin fee / account holder | $1,708 | $15,759-89.2% | $14,398-88.1% | $14,365-88.1% |