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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 | $86,221 | $185,312-53.5% | $161,489-46.6% | $154,746-44.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.86% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,401 | $4,769-28.7% | $4,268-20.3% | $4,379-22.3% |
| Participant deferral / active EE | $6,352 | $6,3500% | $5,630+12.8% | $6,730-5.6% |
| Admin fee / account holder | $2,629 | $18,654-85.9% | $16,006-83.6% | $14,365-81.7% |