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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 | $220,106 | $81,504+170.1% | $102,437+114.9% | $80,959+171.9% |
| Participation rate | 90.6% | 66.9%+23.8pp | 74.5%+16.1pp | 67.7%+23.0pp |
| Annual return | 11.38% | 25.60%-14.2pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,516 | $3,104-18.9% | $3,871-35.0% | $2,757-8.8% |
| Participant deferral / active EE | $6,910 | $3,871+78.5% | $5,060+36.5% | $4,300+60.7% |
| Admin fee / account holder | $26,469 | $6,719+293.9% | $8,388+215.6% | $6,925+282.2% |