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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 | $81,446+107.2% | $103,374+63.2% | $80,874+108.6% |
| Participation rate | 91.8% | 66.9%+24.9pp | 74.5%+17.3pp | 67.6%+24.1pp |
| Annual return | 12.46% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,080 | $3,107-33.1% | $3,869-46.3% | $2,756-24.5% |
| Participant deferral / active EE | $8,571 | $3,870+121.5% | $5,058+69.5% | $4,297+99.5% |
| Admin fee / account holder | $17,408 | $6,715+159.2% | $8,394+107.4% | $6,935+151.0% |