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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 | $162,682 | $75,832+114.5% | $147,618+10.2% | $59,633+172.8% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | 0.39% | 0.37%0pp | 61.98%-61.6pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $645 | $3,485-81.5% | $5,565-88.4% | $2,203-70.7% |
| Participant deferral / active EE | $4,389 | $3,131+40.2% | $4,895-10.3% | $3,192+37.5% |
| Admin fee / account holder | $11,903 | $5,986+98.9% | $11,612+2.5% | $4,297+177.0% |