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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 | $112,889 | $90,486+24.8% | $78,676+43.5% | $273,972-58.8% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,916 | $3,175-8.2% | $2,850+2.3% | $4,869-40.1% |
| Participant deferral / active EE | $5,104 | $3,901+30.8% | $3,517+45.1% | $5,287-3.5% |
| Admin fee / account holder | $2,001 | $5,263-62.0% | $4,510-55.6% | $10,133-80.3% |