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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 | $244,400 | $63,703+283.7% | $93,063+162.6% | $82,448+196.4% |
| Participation rate | 78.0% | 63.8%+14.2pp | 72.1%+5.9pp | 68.1%+9.9pp |
| Annual return | 15.19% | -775.43%+790.6pp | 34.15%-19.0pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,694 | $1,729-2.0% | $2,476-31.6% | $2,551-33.6% |
| Participant deferral / active EE | $5,909 | $2,919+102.4% | $3,958+49.3% | $4,139+42.8% |
| Admin fee / account holder | $4,020 | $5,982-32.8% | $6,033-33.4% | $7,234-44.4% |