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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 | $83,560 | $154,228-45.8% | $145,433-42.5% | $137,256-39.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,003 | $4,804-16.7% | $4,554-12.1% | $4,156-3.7% |
| Participant deferral / active EE | $6,945 | $8,216-15.5% | $7,897-12.1% | $6,407+8.4% |
| Admin fee / account holder | $16,350 | $14,344+14.0% | $13,129+24.5% | $12,270+33.2% |