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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 | $174,589 | $67,411+159.0% | $91,004+91.8% | $70,126+149.0% |
| Participation rate | 73.3% | 71.4%+2.0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 19.31% | -40.16%+59.5pp | 4.60%+14.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $1,110 | $1,786-37.9% | $2,456-54.8% | $2,343-52.6% |
| Participant deferral / active EE | $5,411 | $2,823+91.7% | $3,548+52.5% | $3,332+62.4% |
| Admin fee / account holder | $1,915 | $4,236-54.8% | $5,417-64.6% | $4,645-58.8% |