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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 | $239,593 | $99,345+141.2% | $84,753+182.7% | $273,972-12.5% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $5,688 | $4,214+35.0% | $3,574+59.1% | $4,869+16.8% |
| Participant deferral / active EE | $9,350 | $4,270+119.0% | $3,712+151.9% | $5,287+76.8% |
| Admin fee / account holder | $112,292 | $6,645+1589.8% | $5,333+2005.6% | $10,133+1008.2% |