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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 | $150,104 | $99,345+51.1% | $84,753+77.1% | $273,972-45.2% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 10.99% | 22.93%-11.9pp | 22.78%-11.8pp | 41.46%-30.5pp |
| Employer contribution / active EE | $3,333 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,395 | $6,645-33.9% | $5,333-17.6% | $10,133-56.6% |