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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 | $237,182 | $63,703+272.3% | $93,063+154.9% | $82,448+187.7% |
| Participation rate | 79.1% | 63.8%+15.2pp | 72.1%+7.0pp | 68.1%+11.0pp |
| Annual return | 15.58% | -775.43%+791.0pp | 34.15%-18.6pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,813 | $1,729+4.9% | $2,476-26.8% | $2,551-28.9% |
| Participant deferral / active EE | $4,216 | $2,919+44.4% | $3,958+6.5% | $4,139+1.9% |
| Admin fee / account holder | $3,154 | $5,982-47.3% | $6,033-47.7% | $7,234-56.4% |