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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 | $211,507 | $93,346+126.6% | $71,796+194.6% | $273,972-22.8% |
| Participation rate | 89.5% | 76.5%+12.9pp | 69.1%+20.4pp | 83.0%+6.5pp |
| Annual return | 5.65% | 130.39%-124.7pp | 78.04%-72.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $566 | $2,733-79.3% | $1,924-70.6% | $4,869-88.4% |
| Participant deferral / active EE | $3,313 | $3,475-4.7% | $2,794+18.6% | $5,287-37.3% |
| Admin fee / account holder | $10,009 | $6,571+52.3% | $4,815+107.9% | $10,133-1.2% |