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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 | $234,635 | $181,896+29.0% | $156,551+49.9% | $273,972-14.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.79% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,854 | $6,248-70.3% | $5,501-66.3% | $4,869-61.9% |
| Participant deferral / active EE | $3,883 | $5,550-30.0% | $4,871-20.3% | $5,287-26.6% |
| Admin fee / account holder | $30,929 | $15,560+98.8% | $13,028+137.4% | $10,133+205.2% |