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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 | $171,215 | $99,345+72.3% | $84,753+102.0% | $273,972-37.5% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 4.28% | 22.93%-18.6pp | 22.78%-18.5pp | 41.46%-37.2pp |
| Employer contribution / active EE | $3,323 | $4,214-21.2% | $3,574-7.0% | $4,869-31.8% |
| Participant deferral / active EE | $6,076 | $4,270+42.3% | $3,712+63.7% | $5,287+14.9% |
| Admin fee / account holder | $20,346 | $6,645+206.2% | $5,333+281.5% | $10,133+100.8% |