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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 | $170,422 | $63,346+169.0% | $92,240+84.8% | $70,126+143.0% |
| Participation rate | 78.1% | 68.7%+9.5pp | 76.5%+1.6pp | 69.5%+8.6pp |
| Annual return | 17.21% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,025 | $2,471-58.5% | $3,680-72.1% | $2,343-56.2% |
| Participant deferral / active EE | $4,022 | $2,854+40.9% | $3,897+3.2% | $3,332+20.7% |
| Admin fee / account holder | $1,307 | $3,841-66.0% | $5,194-74.8% | $4,645-71.9% |