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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 | $215,643 | $82,032+162.9% | $123,106+75.2% | $59,632+261.6% |
| Participation rate | 85.0% | 83.2%+1.8pp | 86.8%-1.8pp | 68.7%+16.3pp |
| Annual return | -0.18% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $4,773 | $3,297+44.8% | $5,151-7.3% | $2,203+116.7% |
| Participant deferral / active EE | $14,648 | $4,667+213.9% | $6,229+135.1% | $3,192+359.0% |
| Admin fee / account holder | $3,996 | $5,881-32.1% | $9,015-55.7% | $4,297-7.0% |