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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 | $130,802 | $185,312-29.4% | $161,489-19.0% | $154,746-15.5% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 14.54% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $6,549 | $4,769+37.3% | $4,268+53.4% | $4,379+49.6% |
| Participant deferral / active EE | $6,773 | $6,350+6.7% | $5,630+20.3% | $6,730+0.6% |
| Admin fee / account holder | $2,778 | $18,654-85.1% | $16,006-82.6% | $14,365-80.7% |