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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 | $99,568 | $98,766+0.8% | $149,730-33.5% | $79,852+24.7% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 17.63% | 27.43%-9.8pp | 276.70%-259.1pp | 31.72%-14.1pp |
| Employer contribution / active EE | $4,625 | $3,217+43.8% | $4,645-0.4% | $2,471+87.2% |
| Participant deferral / active EE | $6,691 | $5,681+17.8% | $6,843-2.2% | $3,740+78.9% |
| Admin fee / account holder | $3,973 | $6,052-34.3% | $9,310-57.3% | $5,306-25.1% |