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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 | $94,785 | $90,486+4.8% | $78,676+20.5% | $273,972-65.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 4.01% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $5,042 | $3,175+58.8% | $2,850+76.9% | $4,869+3.5% |
| Participant deferral / active EE | $4,571 | $3,901+17.2% | $3,517+30.0% | $5,287-13.6% |
| Admin fee / account holder | $643 | $5,263-87.8% | $4,510-85.8% | $10,133-93.7% |