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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 | $99,979 | $90,486+10.5% | $78,676+27.1% | $273,972-63.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 8.99% | 75.62%-66.6pp | 62.19%-53.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,078 | $3,175+59.9% | $2,850+78.2% | $4,869+4.3% |
| Participant deferral / active EE | $7,927 | $3,901+103.2% | $3,517+125.4% | $5,287+49.9% |
| Admin fee / account holder | $2,559 | $5,263-51.4% | $4,510-43.3% | $10,133-74.7% |