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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 | $181,266 | $93,346+94.2% | $71,796+152.5% | $273,972-33.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 6.97% | 130.39%-123.4pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $8,684 | $2,733+217.7% | $1,924+351.2% | $4,869+78.4% |
| Participant deferral / active EE | $9,233 | $3,475+165.7% | $2,794+230.4% | $5,287+74.6% |
| Admin fee / account holder | $3,054 | $6,571-53.5% | $4,815-36.6% | $10,133-69.9% |