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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 | $78,748 | $181,062-56.5% | $158,223-50.2% | $155,188-49.3% |
| Participation rate | 88.2% | 82.7%+5.6pp | 79.2%+9.0pp | 80.8%+7.4pp |
| Annual return | 15.65% | 57.39%-41.7pp | 52.09%-36.4pp | 148.84%-133.2pp |
| Employer contribution / active EE | $5,655 | $4,565+23.9% | $4,109+37.6% | $4,248+33.1% |
| Participant deferral / active EE | $4,806 | $6,134-21.6% | $5,467-12.1% | $6,531-26.4% |
| Admin fee / account holder | $1,576 | $18,825-91.6% | $16,047-90.2% | $14,480-89.1% |