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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 | $83,596 | $162,136-48.4% | $152,301-45.1% | $154,746-46.0% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 16.04% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $5,114 | $4,890+4.6% | $4,624+10.6% | $4,379+16.8% |
| Participant deferral / active EE | $11,243 | $8,341+34.8% | $8,004+40.5% | $6,730+67.1% |
| Admin fee / account holder | $355 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |