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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 | $216,606 | $100,073+116.4% | $85,126+154.5% | $145,877+48.5% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 21.18% | 84.11%-62.9pp | 66.63%-45.5pp | 551.28%-530.1pp |
| Employer contribution / active EE | $1,730 | $3,236-46.5% | $2,731-36.7% | $4,663-62.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,527 | $7,261-10.1% | $6,160+6.0% | $13,402-51.3% |