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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 | $115,126 | $90,486+27.2% | $78,676+46.3% | $273,972-58.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 7.84% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $400 | $3,175-87.4% | $2,850-86.0% | $4,869-91.8% |
| Participant deferral / active EE | $11,009 | $3,901+182.2% | $3,517+213.0% | $5,287+108.2% |
| Admin fee / account holder | $4,405 | $5,263-16.3% | $4,510-2.3% | $10,133-56.5% |