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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 | $99,680 | $87,166+14.4% | $76,735+29.9% | $137,256-27.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 16.34% | 26.50%-10.2pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,167 | $2,904+77.9% | $2,454+110.5% | $4,156+24.3% |
| Participant deferral / active EE | $10,850 | $4,726+129.6% | $4,088+165.4% | $6,407+69.3% |
| Admin fee / account holder | $10,996 | $8,403+30.9% | $7,189+52.9% | $12,270-10.4% |