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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 | $88,256 | $162,136-45.6% | $152,301-42.1% | $154,746-43.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 21.00% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $3,173 | $4,890-35.1% | $4,624-31.4% | $4,379-27.5% |
| Participant deferral / active EE | $7,475 | $8,341-10.4% | $8,004-6.6% | $6,730+11.1% |
| Admin fee / account holder | $711 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |