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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 | $137,232 | $98,240+39.7% | $82,312+66.7% | $147,586-7.0% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 10.63% | 30.85%-20.2pp | 25.88%-15.2pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,609 | $3,192-49.6% | $2,428-33.7% | $4,876-67.0% |
| Participant deferral / active EE | $3,242 | $4,383-26.0% | $3,706-12.5% | $5,439-40.4% |
| Admin fee / account holder | $8,137 | $8,563-5.0% | $5,608+45.1% | $10,886-25.3% |