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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 | $206,301 | $100,262+105.8% | $81,370+153.5% | $145,897+41.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 10.27% | 34.52%-24.2pp | 24.85%-14.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,760 | $2,979-40.9% | $2,464-28.6% | $4,663-62.2% |
| Participant deferral / active EE | $4,501 | $4,612-2.4% | $3,885+15.9% | $6,689-32.7% |
| Admin fee / account holder | $677 | $8,163-91.7% | $5,749-88.2% | $13,390-94.9% |