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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 | $113,672 | $90,486+25.6% | $78,676+44.5% | $273,972-58.5% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 6.59% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,540 | $3,175+43.0% | $2,850+59.3% | $4,869-6.8% |
| Participant deferral / active EE | $5,182 | $3,901+32.8% | $3,517+47.4% | $5,287-2.0% |
| Admin fee / account holder | $8,956 | $5,263+70.2% | $4,510+98.6% | $10,133-11.6% |