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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 | $235,193 | $73,787+218.7% | $98,716+138.3% | $82,448+185.3% |
| Participation rate | 97.3% | 61.4%+35.9pp | 69.3%+28.0pp | 68.1%+29.2pp |
| Annual return | 15.20% | 18.57%-3.4pp | 31.81%-16.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,123 | $1,511-25.7% | $2,279-50.7% | $2,551-56.0% |
| Participant deferral / active EE | $10,016 | $3,081+225.0% | $4,048+147.4% | $4,139+142.0% |
| Admin fee / account holder | $16,548 | $6,500+154.6% | $8,703+90.1% | $7,234+128.7% |