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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 | $192,833 | $99,345+94.1% | $84,753+127.5% | $273,972-29.6% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 7.09% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,793 | $4,214-57.5% | $3,574-49.8% | $4,869-63.2% |
| Participant deferral / active EE | $3,240 | $4,270-24.1% | $3,712-12.7% | $5,287-38.7% |
| Admin fee / account holder | $25,537 | $6,645+284.3% | $5,333+378.8% | $10,133+152.0% |