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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 | $193,209 | $99,341+94.5% | $84,750+128.0% | $273,965-29.5% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.17% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $5,240 | $4,214+24.3% | $3,574+46.6% | $4,869+7.6% |
| Participant deferral / active EE | $9,814 | $4,269+129.9% | $3,712+164.4% | $5,287+85.6% |
| Admin fee / account holder | $420 | $6,644-93.7% | $5,332-92.1% | $10,132-95.9% |