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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 | $84,578 | $185,312-54.4% | $161,489-47.6% | $154,746-45.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 20.28% | 103.84%-83.6pp | 89.72%-69.4pp | 172.34%-152.1pp |
| Employer contribution / active EE | $3,317 | $4,769-30.4% | $4,268-22.3% | $4,379-24.2% |
| Participant deferral / active EE | $6,731 | $6,350+6.0% | $5,630+19.6% | $6,7300% |
| Admin fee / account holder | $1,045 | $18,654-94.4% | $16,006-93.5% | $14,365-92.7% |