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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 | $223,035 | $56,134+297.3% | $96,171+131.9% | $85,847+159.8% |
| Participation rate | 75.0% | 56.7%+18.3pp | 68.4%+6.6pp | 69.3%+5.7pp |
| Annual return | 11.86% | 42.30%-30.4pp | 192.04%-180.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $837 | $1,620-48.3% | $2,799-70.1% | $2,565-67.4% |
| Participant deferral / active EE | $2,418 | $2,858-15.4% | $4,350-44.4% | $3,952-38.8% |
| Admin fee / account holder | $59,004 | $3,769+1465.5% | $5,538+965.4% | $6,261+842.5% |