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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 | $165,217 | $99,345+66.3% | $84,753+94.9% | $273,972-39.7% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 3.39% | 22.93%-19.5pp | 22.78%-19.4pp | 41.46%-38.1pp |
| Employer contribution / active EE | $5,856 | $4,214+39.0% | $3,574+63.8% | $4,869+20.3% |
| Participant deferral / active EE | $8,711 | $4,270+104.0% | $3,712+134.7% | $5,287+64.8% |
| Admin fee / account holder | $2,205 | $6,645-66.8% | $5,333-58.7% | $10,133-78.2% |