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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 | $141,676 | $70,430+101.2% | $96,572+46.7% | $85,851+65.0% |
| Participation rate | 73.1% | 61.8%+11.3pp | 69.8%+3.3pp | 69.3%+3.8pp |
| Annual return | 13.73% | 18.58%-4.8pp | 37.79%-24.1pp | 318.63%-304.9pp |
| Employer contribution / active EE | $321 | $1,413-77.3% | $2,357-86.4% | $2,565-87.5% |
| Participant deferral / active EE | $2,462 | $2,894-14.9% | $3,850-36.1% | $3,952-37.7% |
| Admin fee / account holder | $8,229 | $4,996+64.7% | $6,183+33.1% | $6,261+31.4% |