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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 | $88,562 | $98,776-10.3% | $149,745-40.9% | $79,856+10.9% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.1pp |
| Annual return | 14.71% | 27.38%-12.7pp | 276.72%-262.0pp | 31.71%-17.0pp |
| Employer contribution / active EE | $7,140 | $3,217+121.9% | $4,646+53.7% | $2,471+188.9% |
| Participant deferral / active EE | $4,577 | $5,681-19.4% | $6,843-33.1% | $3,741+22.4% |
| Admin fee / account holder | $6,238 | $6,053+3.1% | $9,312-33.0% | $5,306+17.6% |