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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 | $80,458 | $162,136-50.4% | $152,301-47.2% | $154,746-48.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 24.03% | 91.02%-67.0pp | 80.50%-56.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,376 | $4,890-31.0% | $4,624-27.0% | $4,379-22.9% |
| Participant deferral / active EE | $13,633 | $8,341+63.5% | $8,004+70.3% | $6,730+102.6% |
| Admin fee / account holder | $24,301 | $15,759+54.2% | $14,398+68.8% | $14,365+69.2% |