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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 | $249,873 | $114,712+117.8% | $173,730+43.8% | $87,485+185.6% |
| Participation rate | 70.0% | 73.0%-3.0pp | 79.6%-9.6pp | 68.9%+1.1pp |
| Annual return | 13.68% | 20.18%-6.5pp | 19.96%-6.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,523 | $2,904-47.5% | $4,577-66.7% | $2,596-41.3% |
| Participant deferral / active EE | $3,997 | $4,642-13.9% | $6,326-36.8% | $4,274-6.5% |
| Admin fee / account holder | $57,335 | $10,210+461.6% | $17,523+227.2% | $7,775+637.4% |