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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 | $86,049 | $99,345-13.4% | $84,753+1.5% | $273,972-68.6% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 3.70% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $10,745 | $4,214+155.0% | $3,574+200.6% | $4,869+120.7% |
| Participant deferral / active EE | $6,970 | $4,270+63.2% | $3,712+87.8% | $5,287+31.8% |
| Admin fee / account holder | $25,169 | $6,645+278.7% | $5,333+371.9% | $10,133+148.4% |