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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 | $228,113 | $95,453+139.0% | $112,040+103.6% | $82,448+176.7% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 13.04% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,747 | $2,318-24.6% | $2,954-40.9% | $2,551-31.5% |
| Participant deferral / active EE | $5,773 | $4,224+36.7% | $5,098+13.2% | $4,139+39.5% |
| Admin fee / account holder | $27,257 | $9,013+202.4% | $12,098+125.3% | $7,234+276.8% |