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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 | $181,030 | $83,908+115.7% | $68,509+164.2% | $125,389+44.4% |
| Participation rate | 90.0% | 78.2%+11.8pp | 74.7%+15.3pp | 83.2%+6.8pp |
| Annual return | 2.52% | 14.48%-12.0pp | 8.27%-5.8pp | 282.24%-279.7pp |
| Employer contribution / active EE | $3,074 | $3,031+1.4% | $2,278+34.9% | $4,866-36.8% |
| Participant deferral / active EE | $9,087 | $4,125+120.3% | $3,382+168.7% | $5,352+69.8% |
| Admin fee / account holder | $75,546 | $8,982+741.1% | $5,275+1332.2% | $9,541+691.8% |