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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 | $173,965 | $57,352+203.3% | $83,830+107.5% | $64,173+171.1% |
| Participation rate | 75.8% | 68.6%+7.2pp | 76.1%-0.4pp | 69.6%+6.2pp |
| Annual return | -1.37% | 11.38%-12.8pp | 850.97%-852.3pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,079 | $2,546-57.6% | $3,631-70.3% | $2,381-54.7% |
| Participant deferral / active EE | $3,084 | $2,993+3.0% | $4,082-24.4% | $3,470-11.1% |
| Admin fee / account holder | $9,776 | $4,046+141.6% | $5,479+78.4% | $4,887+100.0% |