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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 | $81,331+160.2% | $155,534+36.0% | $80,935+161.4% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 18.28% | 33.37%-15.1pp | 64.92%-46.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,478 | $3,105-52.4% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $951 | $3,454-72.5% | $5,630-83.1% | $4,299-77.9% |
| Admin fee / account holder | $81,790 | $7,999+922.5% | $15,900+414.4% | $6,924+1081.2% |