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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 | $150,379 | $78,428+91.7% | $95,960+56.7% | $79,852+88.3% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.7pp | 69.6%+1.8pp |
| Annual return | 15.20% | 19.37%-4.2pp | 91.63%-76.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $1,356 | $1,945-30.3% | $2,541-46.6% | $2,471-45.1% |
| Participant deferral / active EE | $3,240 | $3,440-5.8% | $4,167-22.2% | $3,740-13.4% |
| Admin fee / account holder | $34,793 | $5,622+518.9% | $6,797+411.9% | $5,306+555.7% |