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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 | $138,572 | $185,312-25.2% | $161,489-14.2% | $154,746-10.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 16.03% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,575 | $4,769-46.0% | $4,268-39.7% | $4,379-41.2% |
| Participant deferral / active EE | $7,656 | $6,350+20.6% | $5,630+36.0% | $6,730+13.8% |
| Admin fee / account holder | $1,855 | $18,654-90.1% | $16,006-88.4% | $14,365-87.1% |