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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 | $91,695 | $89,367+2.6% | $141,191-35.1% | $72,975+25.7% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 22.85% | 111.87%-89.0pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $4,227 | $3,115+35.7% | $4,736-10.8% | $2,440+73.2% |
| Participant deferral / active EE | $8,431 | $5,419+55.6% | $6,710+25.7% | $3,608+133.7% |
| Admin fee / account holder | $3,386 | $5,957-43.2% | $10,264-67.0% | $5,124-33.9% |