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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 | $97,223 | $185,312-47.5% | $161,489-39.8% | $154,746-37.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.64% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,026 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $5,130 | $6,350-19.2% | $5,630-8.9% | $6,730-23.8% |
| Admin fee / account holder | $1,513 | $18,654-91.9% | $16,006-90.5% | $14,365-89.5% |