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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 | $101,982 | $162,136-37.1% | $152,301-33.0% | $154,746-34.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 20.12% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,962 | $4,890-19.0% | $4,624-14.3% | $4,379-9.5% |
| Participant deferral / active EE | $9,558 | $8,341+14.6% | $8,004+19.4% | $6,730+42.0% |
| Admin fee / account holder | $7,353 | $15,759-53.3% | $14,398-48.9% | $14,365-48.8% |