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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 | $133,579 | $90,486+47.6% | $78,676+69.8% | $273,972-51.2% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 10.66% | 75.62%-65.0pp | 62.19%-51.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,095 | $3,175-34.0% | $2,850-26.5% | $4,869-57.0% |
| Participant deferral / active EE | $4,802 | $3,901+23.1% | $3,517+36.5% | $5,287-9.2% |
| Admin fee / account holder | $1,793 | $5,263-65.9% | $4,510-60.2% | $10,133-82.3% |