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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 | $207,039 | $106,524+94.4% | $152,301+35.9% | $87,485+136.7% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.4%-11.9pp | 68.9%+1.7pp |
| Annual return | 14.62% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,760 | $3,371-47.8% | $4,624-61.9% | $2,596-32.2% |
| Participant deferral / active EE | $5,809 | $6,525-11.0% | $8,004-27.4% | $4,274+35.9% |
| Admin fee / account holder | $57,102 | $8,287+589.1% | $14,398+296.6% | $7,775+634.5% |