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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 | $225,514 | $86,938+159.4% | $102,423+120.2% | $80,925+178.7% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.7%+28.6pp |
| Annual return | 10.57% | 18.89%-8.3pp | 29.42%-18.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $934 | $2,369-60.6% | $3,023-69.1% | $2,756-66.1% |
| Participant deferral / active EE | $9,274 | $4,120+125.1% | $5,054+83.5% | $4,299+115.7% |
| Admin fee / account holder | $30,940 | $8,053+284.2% | $9,455+227.3% | $6,940+345.8% |