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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 | $97,379 | $90,674+7.4% | $96,707+0.7% | $82,448+18.1% |
| Participation rate | 83.7% | 75.9%+7.7pp | 80.4%+3.3pp | 68.1%+15.6pp |
| Annual return | 15.67% | 49.05%-33.4pp | 34.78%-19.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,983 | $3,975+50.5% | $4,191+42.7% | $2,551+134.5% |
| Participant deferral / active EE | $14,224 | $5,696+149.7% | $5,997+137.2% | $4,139+243.6% |
| Admin fee / account holder | $7,221 | $7,568-4.6% | $7,503-3.8% | $7,234-0.2% |