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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 | $138,894 | $70,418+97.2% | $96,570+43.8% | $85,847+61.8% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 17.45% | 18.59%-1.1pp | 37.79%-20.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $2,199 | $1,413+55.6% | $2,357-6.7% | $2,565-14.3% |
| Participant deferral / active EE | $2,613 | $2,894-9.7% | $3,849-32.1% | $3,952-33.9% |
| Admin fee / account holder | $21,063 | $4,995+321.7% | $6,182+240.7% | $6,261+236.4% |