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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 | $246,307 | $99,345+147.9% | $84,753+190.6% | $273,972-10.1% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.81% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,031 | $4,214-28.1% | $3,574-15.2% | $4,869-37.8% |
| Participant deferral / active EE | $7,748 | $4,270+81.5% | $3,712+108.7% | $5,287+46.5% |
| Admin fee / account holder | $17,260 | $6,645+159.7% | $5,333+223.6% | $10,133+70.3% |