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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 | $216,156 | $67,411+220.7% | $91,004+137.5% | $70,126+208.2% |
| Participation rate | 76.2% | 71.4%+4.8pp | 75.6%+0.6pp | 69.5%+6.7pp |
| Annual return | 12.90% | -40.16%+53.1pp | 4.60%+8.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,920 | $1,786+7.5% | $2,456-21.8% | $2,343-18.0% |
| Participant deferral / active EE | $6,380 | $2,823+126.0% | $3,548+79.8% | $3,332+91.5% |
| Admin fee / account holder | $26,682 | $4,236+529.9% | $5,417+392.5% | $4,645+474.4% |