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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 | $175,065 | $111,814+56.6% | $103,374+69.4% | $145,959+19.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.22% | 24.77%-6.5pp | 24.89%-6.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,744 | $4,214-58.6% | $3,869-54.9% | $4,661-62.6% |
| Participant deferral / active EE | $5,437 | $5,618-3.2% | $5,058+7.5% | $6,689-18.7% |
| Admin fee / account holder | $2,738 | $9,754-71.9% | $8,394-67.4% | $13,398-79.6% |