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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 | $168,716 | $81,487+107.0% | $102,412+64.7% | $80,935+108.5% |
| Participation rate | 91.8% | 66.8%+24.9pp | 74.5%+17.3pp | 67.7%+24.1pp |
| Annual return | 12.46% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,080 | $3,103-33.0% | $3,870-46.3% | $2,757-24.6% |
| Participant deferral / active EE | $8,571 | $3,871+121.4% | $5,060+69.4% | $4,299+99.3% |
| Admin fee / account holder | $17,408 | $6,717+159.1% | $8,388+107.5% | $6,924+151.4% |