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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 | $108,919 | $94,031+15.8% | $115,768-5.9% | $82,448+32.1% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.4%+0.6pp | 68.1%+6.9pp |
| Annual return | 15.78% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,876 | $2,323+152.9% | $2,940+99.9% | $2,551+130.4% |
| Participant deferral / active EE | $4,172 | $3,972+5.0% | $4,917-15.2% | $4,139+0.8% |
| Admin fee / account holder | $5,780 | $10,249-43.6% | $12,439-53.5% | $7,234-20.1% |