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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 | $139,031 | $98,240+41.5% | $82,312+68.9% | $147,586-5.8% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 17.36% | 30.85%-13.5pp | 25.88%-8.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,064 | $3,192-66.7% | $2,428-56.2% | $4,876-78.2% |
| Participant deferral / active EE | $4,939 | $4,383+12.7% | $3,706+33.3% | $5,439-9.2% |
| Admin fee / account holder | $4,606 | $8,563-46.2% | $5,608-17.9% | $10,886-57.7% |