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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 | $80,825 | $162,136-50.1% | $152,301-46.9% | $154,746-47.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.03% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $7,099 | $4,890+45.2% | $4,624+53.5% | $4,379+62.1% |
| Participant deferral / active EE | $15,100 | $8,341+81.0% | $8,004+88.7% | $6,730+124.4% |
| Admin fee / account holder | $3,994 | $15,759-74.7% | $14,398-72.3% | $14,365-72.2% |