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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 | $99,148 | $86,298+14.9% | $111,308-10.9% | $85,847+15.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 13.75% | 19.99%-6.2pp | 54.67%-40.9pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,883 | $2,044-7.9% | $2,732-31.1% | $2,565-26.6% |
| Participant deferral / active EE | $5,676 | $3,641+55.9% | $4,487+26.5% | $3,952+43.6% |
| Admin fee / account holder | $9,705 | $8,189+18.5% | $7,965+21.8% | $6,261+55.0% |