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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 | $96,868 | $101,950-5.0% | $125,529-22.8% | $86,983+11.4% |
| Participation rate | 82.6% | 70.2%+12.4pp | 74.7%+7.9pp | 69.5%+13.1pp |
| Annual return | 15.77% | 18.29%-2.5pp | 202.56%-186.8pp | 25.83%-10.1pp |
| Employer contribution / active EE | $5,555 | $2,358+135.6% | $3,058+81.7% | $2,584+115.0% |
| Participant deferral / active EE | $9,417 | $3,862+143.8% | $4,813+95.7% | $4,194+124.5% |
| Admin fee / account holder | $2,171 | $12,791-83.0% | $16,298-86.7% | $7,856-72.4% |