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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 | $143,642 | $88,583+62.2% | $88,497+62.3% | $273,972-47.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.4%+9.3pp | 83.0%+8.7pp |
| Annual return | 4.57% | 5.68%-1.1pp | 7.63%-3.1pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,761 | $4,502-60.9% | $4,036-56.4% | $4,869-63.8% |
| Participant deferral / active EE | $6,543 | $4,891+33.8% | $4,899+33.5% | $5,287+23.7% |
| Admin fee / account holder | $19,425 | $8,980+116.3% | $6,220+212.3% | $10,133+91.7% |