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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 | $202,475 | $140,592+44.0% | $123,105+64.5% | $125,389+61.5% |
| Participation rate | 92.9% | 88.2%+4.7pp | 86.8%+6.1pp | 83.2%+9.7pp |
| Annual return | 0.04% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,280 | $6,041-45.7% | $5,151-36.3% | $4,866-32.6% |
| Participant deferral / active EE | $6,280 | $6,980-10.0% | $6,229+0.8% | $5,352+17.3% |
| Admin fee / account holder | $4,107 | $11,198-63.3% | $9,014-54.4% | $9,541-57.0% |