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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 | $172,641 | $68,681+151.4% | $86,615+99.3% | $85,847+101.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 71.6%+13.5pp | 69.3%+15.9pp |
| Annual return | 11.83% | 20.12%-8.3pp | 63.51%-51.7pp | 318.61%-306.8pp |
| Employer contribution / active EE | $817 | $1,880-56.6% | $2,496-67.3% | $2,565-68.2% |
| Participant deferral / active EE | $5,400 | $2,919+85.0% | $3,699+46.0% | $3,952+36.6% |
| Admin fee / account holder | $2,962 | $5,974-50.4% | $5,830-49.2% | $6,261-52.7% |