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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 | $109,567 | $90,486+21.1% | $78,676+39.3% | $273,972-60.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 12.36% | 75.62%-63.3pp | 62.19%-49.8pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,934 | $3,175-7.6% | $2,850+3.0% | $4,869-39.7% |
| Participant deferral / active EE | $6,084 | $3,901+56.0% | $3,517+73.0% | $5,287+15.1% |
| Admin fee / account holder | $13,414 | $5,263+154.9% | $4,510+197.4% | $10,133+32.4% |