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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 | $32,813 | $156,398-79.0% | $147,318-77.7% | $138,895-76.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 16.47% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,124 | $4,853-35.6% | $4,593-32.0% | $4,194-25.5% |
| Participant deferral / active EE | $7,558 | $8,237-8.2% | $7,906-4.4% | $6,396+18.2% |
| Admin fee / account holder | $516 | $14,976-96.6% | $13,708-96.2% | $12,562-95.9% |