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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 | $123,488 | $99,345+24.3% | $84,753+45.7% | $273,972-54.9% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 7.24% | 22.93%-15.7pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,078 | $4,214-3.2% | $3,574+14.1% | $4,869-16.2% |
| Participant deferral / active EE | $9,357 | $4,270+119.1% | $3,712+152.1% | $5,287+77.0% |
| Admin fee / account holder | $3,260 | $6,645-50.9% | $5,333-38.9% | $10,133-67.8% |