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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 | $165,998 | $167,415-0.8% | $140,514+18.1% | $198,609-16.4% |
| Participation rate | 95.2% | 80.9%+14.4pp | 77.8%+17.4pp | 82.4%+12.9pp |
| Annual return | 4.42% | 13.85%-9.4pp | 14.36%-9.9pp | 202.70%-198.3pp |
| Employer contribution / active EE | $2,381 | $4,088-41.8% | $3,378-29.5% | $5,055-52.9% |
| Participant deferral / active EE | $6,841 | $5,579+22.6% | $4,919+39.1% | $6,977-1.9% |
| Admin fee / account holder | $35,280 | $16,730+110.9% | $13,697+157.6% | $19,030+85.4% |