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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 | $228,520 | $99,345+130.0% | $84,753+169.6% | $273,972-16.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 8.24% | 22.93%-14.7pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,094 | $4,214-26.6% | $3,574-13.4% | $4,869-36.4% |
| Participant deferral / active EE | $8,187 | $4,270+91.7% | $3,712+120.6% | $5,287+54.8% |
| Admin fee / account holder | $9,202 | $6,645+38.5% | $5,333+72.5% | $10,133-9.2% |