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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 | $70,805 | $185,312-61.8% | $161,489-56.2% | $154,746-54.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 16.93% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $7,384 | $4,769+54.8% | $4,268+73.0% | $4,379+68.6% |
| Participant deferral / active EE | $4,952 | $6,350-22.0% | $5,630-12.0% | $6,730-26.4% |
| Admin fee / account holder | $2,076 | $18,654-88.9% | $16,006-87.0% | $14,365-85.5% |