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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 | $99,802 | $99,345+0.5% | $84,753+17.8% | $273,972-63.6% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 6.96% | 22.93%-16.0pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,764 | $4,214-58.1% | $3,574-50.6% | $4,869-63.8% |
| Participant deferral / active EE | $6,365 | $4,270+49.1% | $3,712+71.5% | $5,287+20.4% |
| Admin fee / account holder | $17,023 | $6,645+156.2% | $5,333+219.2% | $10,133+68.0% |