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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 | $145,412 | $99,345+46.4% | $84,753+71.6% | $273,972-46.9% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 9.29% | 22.93%-13.6pp | 22.78%-13.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,667 | $4,214-60.4% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $3,444 | $4,270-19.3% | $3,712-7.2% | $5,287-34.9% |
| Admin fee / account holder | $21,317 | $6,645+220.8% | $5,333+299.7% | $10,133+110.4% |