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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 | $188,028 | $99,345+89.3% | $84,753+121.9% | $273,972-31.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.84% | 22.93%-15.1pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,237 | $4,214-23.2% | $3,574-9.5% | $4,869-33.5% |
| Participant deferral / active EE | $8,569 | $4,270+100.7% | $3,712+130.8% | $5,287+62.1% |
| Admin fee / account holder | $25,167 | $6,645+278.7% | $5,333+371.9% | $10,133+148.4% |