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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 | $99,631 | $77,638+28.3% | $156,551-36.4% | $62,881+58.4% |
| Participation rate | 74.4% | 71.2%+3.2pp | 84.0%-9.7pp | 69.3%+5.1pp |
| Annual return | 8.98% | 50.33%-41.3pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,100 | $3,444+19.1% | $5,501-25.5% | $2,281+79.8% |
| Participant deferral / active EE | $5,842 | $3,046+91.8% | $4,871+19.9% | $3,203+82.4% |
| Admin fee / account holder | $5,700 | $5,561+2.5% | $13,028-56.3% | $4,296+32.7% |