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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 | $176,657 | $81,208+117.5% | $98,920+78.6% | $79,852+121.2% |
| Participation rate | 82.7% | 72.5%+10.2pp | 76.0%+6.7pp | 69.6%+13.1pp |
| Annual return | 10.89% | 60.99%-50.1pp | 196.47%-185.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $616 | $1,960-68.6% | $2,689-77.1% | $2,471-75.1% |
| Participant deferral / active EE | $6,437 | $3,265+97.2% | $4,245+51.6% | $3,740+72.1% |
| Admin fee / account holder | $3,159 | $6,013-47.5% | $6,643-52.4% | $5,306-40.5% |