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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 | $106,834 | $93,064+14.8% | $74,577+43.3% | $273,972-61.0% |
| Participation rate | 76.9% | 74.9%+2.0pp | 68.1%+8.8pp | 83.0%-6.1pp |
| Annual return | 7.87% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,924 | $3,160-7.5% | $2,525+15.8% | $4,869-39.9% |
| Participant deferral / active EE | $5,818 | $4,160+39.8% | $3,458+68.2% | $5,287+10.0% |
| Admin fee / account holder | $9,995 | $5,273+89.6% | $4,138+141.6% | $10,133-1.4% |