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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 | $186,148 | $63,703+192.2% | $93,063+100.0% | $82,448+125.8% |
| Participation rate | 74.3% | 63.8%+10.5pp | 72.1%+2.2pp | 68.1%+6.2pp |
| Annual return | 15.05% | -775.43%+790.5pp | 34.15%-19.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $558 | $1,729-67.7% | $2,476-77.5% | $2,551-78.1% |
| Participant deferral / active EE | $5,278 | $2,919+80.8% | $3,958+33.3% | $4,139+27.5% |
| Admin fee / account holder | $18,565 | $5,982+210.3% | $6,033+207.7% | $7,234+156.6% |