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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 | $109,501 | $90,486+21.0% | $78,676+39.2% | $273,972-60.0% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 8.77% | 75.62%-66.9pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $9,524 | $3,175+200.0% | $2,850+234.2% | $4,869+95.6% |
| Participant deferral / active EE | $2,761 | $3,901-29.2% | $3,517-21.5% | $5,287-47.8% |
| Admin fee / account holder | $2,284 | $5,263-56.6% | $4,510-49.4% | $10,133-77.5% |