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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 | $105,736 | $90,486+16.9% | $78,676+34.4% | $273,972-61.4% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.25% | 75.62%-67.4pp | 62.19%-53.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,766 | $3,175-12.9% | $2,850-2.9% | $4,869-43.2% |
| Participant deferral / active EE | $5,314 | $3,901+36.2% | $3,517+51.1% | $5,287+0.5% |
| Admin fee / account holder | $1,228 | $5,263-76.7% | $4,510-72.8% | $10,133-87.9% |