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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 | $197,273 | $88,707+122.4% | $74,184+165.9% | $273,972-28.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.14% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,494 | $3,159+73.9% | $2,370+131.8% | $4,869+12.8% |
| Participant deferral / active EE | $10,993 | $4,212+161.0% | $3,550+209.7% | $5,287+107.9% |
| Admin fee / account holder | $26,726 | $8,717+206.6% | $5,586+378.5% | $10,133+163.8% |