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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 | $122,575 | $93,346+31.3% | $71,796+70.7% | $273,972-55.3% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 6.77% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,328 | $2,733-14.8% | $1,924+21.0% | $4,869-52.2% |
| Participant deferral / active EE | $6,912 | $3,475+98.9% | $2,794+147.3% | $5,287+30.7% |
| Admin fee / account holder | $26,478 | $6,571+303.0% | $4,815+449.9% | $10,133+161.3% |