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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 | $101,061 | $136,860-26.2% | $120,344-16.0% | $154,746-34.7% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 20.07% | 21.38%-1.3pp | 20.30%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $7,824 | $3,533+121.5% | $3,020+159.1% | $4,379+78.7% |
| Participant deferral / active EE | $16,282 | $5,793+181.0% | $5,135+217.1% | $6,730+141.9% |
| Admin fee / account holder | $487 | $15,393-96.8% | $12,742-96.2% | $14,365-96.6% |