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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 | $203,690 | $99,345+105.0% | $84,753+140.3% | $273,972-25.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,083 | $4,214-74.3% | $3,574-69.7% | $4,869-77.8% |
| Participant deferral / active EE | $2,285 | $4,270-46.5% | $3,712-38.4% | $5,287-56.8% |
| Admin fee / account holder | $14,000 | $6,645+110.7% | $5,333+162.5% | $10,133+38.2% |