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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 | $57,365 | $185,312-69.0% | $161,489-64.5% | $154,746-62.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 27.16% | 103.84%-76.7pp | 89.72%-62.6pp | 172.34%-145.2pp |
| Employer contribution / active EE | $10,826 | $4,769+127.0% | $4,268+153.6% | $4,379+147.2% |
| Participant deferral / active EE | $3,953 | $6,350-37.8% | $5,630-29.8% | $6,730-41.3% |
| Admin fee / account holder | $858 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |