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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 | $160,313 | $61,815+159.3% | $97,295+64.8% | $80,959+98.0% |
| Participation rate | 70.7% | 63.5%+7.3pp | 72.7%-1.9pp | 67.7%+3.1pp |
| Annual return | 10.63% | -558.73%+569.4pp | 75.62%-65.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $2,826 | $1,836+53.9% | $2,723+3.8% | $2,757+2.5% |
| Participant deferral / active EE | $4,887 | $3,027+61.5% | $4,264+14.6% | $4,300+13.6% |
| Admin fee / account holder | $4,204 | $5,166-18.6% | $5,646-25.6% | $6,925-39.3% |