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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 | $160,532 | $71,878+123.3% | $86,698+85.2% | $68,486+134.4% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $751 | $2,173-65.4% | $2,837-73.5% | $2,597-71.1% |
| Participant deferral / active EE | $1,825 | $3,779-51.7% | $4,656-60.8% | $4,028-54.7% |
| Admin fee / account holder | $18,227 | $6,113+198.2% | $7,493+143.3% | $5,404+237.3% |