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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 | $240,457 | $88,707+171.1% | $74,184+224.1% | $273,972-12.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.77% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $16,860 | $3,159+433.6% | $2,370+611.3% | $4,869+246.3% |
| Participant deferral / active EE | $6,150 | $4,212+46.0% | $3,550+73.3% | $5,287+16.3% |
| Admin fee / account holder | $2,643 | $8,717-69.7% | $5,586-52.7% | $10,133-73.9% |