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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 | $108,623 | $75,935+43.0% | $60,547+79.4% | $125,389-13.4% |
| Participation rate | 86.4% | 76.5%+9.8pp | 68.0%+18.4pp | 83.2%+3.2pp |
| Annual return | 1.25% | -5.38%+6.6pp | 335.64%-334.4pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,438 | $3,438-58.2% | $2,419-40.6% | $4,866-70.5% |
| Participant deferral / active EE | $3,702 | $4,506-17.8% | $3,328+11.3% | $5,352-30.8% |
| Admin fee / account holder | $2,153 | $6,768-68.2% | $4,536-52.5% | $9,541-77.4% |