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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 | $179,995 | $86,701+107.6% | $73,309+145.5% | $125,389+43.5% |
| Participation rate | 95.7% | 78.6%+17.0pp | 74.9%+20.7pp | 83.2%+12.5pp |
| Annual return | -0.99% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,026 | $4,152-75.3% | $3,237-68.3% | $4,866-78.9% |
| Participant deferral / active EE | $10,634 | $5,549+91.6% | $4,991+113.1% | $5,352+98.7% |
| Admin fee / account holder | $15,850 | $7,768+104.0% | $5,635+181.3% | $9,541+66.1% |