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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 | $198,864 | $73,863+169.2% | $143,797+38.3% | $68,490+190.4% |
| Participation rate | 83.6% | 66.7%+17.0pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | 2.50% | 0.91%+1.6pp | -0.04%+2.5pp | -7.85%+10.4pp |
| Employer contribution / active EE | $9,728 | $3,185+205.5% | $4,952+96.4% | $2,597+274.6% |
| Participant deferral / active EE | $2,227 | $3,385-34.2% | $5,638-60.5% | $4,028-44.7% |
| Admin fee / account holder | $11,627 | $5,756+102.0% | $14,679-20.8% | $5,403+115.2% |