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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 | $134,718 | $65,712+105.0% | $57,196+135.5% | $273,972-50.8% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 6.33% | 22.01%-15.7pp | 14.59%-8.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $6,374 | $3,280+94.3% | $2,683+137.6% | $4,869+30.9% |
| Participant deferral / active EE | $7,243 | $3,782+91.5% | $3,096+133.9% | $5,287+37.0% |
| Admin fee / account holder | $78,152 | $4,838+1515.5% | $3,141+2388.4% | $10,133+671.3% |