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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 | $126,054 | $99,345+26.9% | $84,753+48.7% | $273,972-54.0% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,326 | $4,214-44.8% | $3,574-34.9% | $4,869-52.2% |
| Participant deferral / active EE | $7,077 | $4,270+65.7% | $3,712+90.7% | $5,287+33.9% |
| Admin fee / account holder | $74,421 | $6,645+1019.9% | $5,333+1295.4% | $10,133+634.5% |