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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 | $96,094 | $98,776-2.7% | $149,745-35.8% | $79,856+20.3% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.2pp |
| Annual return | 18.77% | 27.38%-8.6pp | 276.72%-258.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $7,816 | $3,217+142.9% | $4,646+68.2% | $2,471+216.3% |
| Participant deferral / active EE | $8,282 | $5,681+45.8% | $6,843+21.0% | $3,741+121.4% |
| Admin fee / account holder | $6,551 | $6,053+8.2% | $9,312-29.7% | $5,306+23.4% |