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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 | $211,599 | $81,358+160.1% | $155,556+36.0% | $80,959+161.4% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 18.28% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,478 | $3,106-52.4% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $951 | $3,455-72.5% | $5,631-83.1% | $4,300-77.9% |
| Admin fee / account holder | $81,790 | $7,994+923.2% | $15,885+414.9% | $6,925+1081.0% |