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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 | $96,650 | $162,136-40.4% | $152,301-36.5% | $154,746-37.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 33.98% | 91.02%-57.0pp | 80.50%-46.5pp | 172.34%-138.4pp |
| Employer contribution / active EE | $5,372 | $4,890+9.9% | $4,624+16.2% | $4,379+22.7% |
| Participant deferral / active EE | $15,453 | $8,341+85.3% | $8,004+93.1% | $6,730+129.6% |
| Admin fee / account holder | $7,079 | $15,759-55.1% | $14,398-50.8% | $14,365-50.7% |