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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 | $95,695 | $93,346+2.5% | $71,796+33.3% | $273,972-65.1% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 7.40% | 130.39%-123.0pp | 78.04%-70.6pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,271 | $2,733+56.2% | $1,924+121.9% | $4,869-12.3% |
| Participant deferral / active EE | $3,143 | $3,475-9.6% | $2,794+12.5% | $5,287-40.6% |
| Admin fee / account holder | $1,890 | $6,571-71.2% | $4,815-60.8% | $10,133-81.3% |