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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 | $160,928 | $77,817+106.8% | $123,553+30.3% | $64,173+150.8% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -5.36% | 12.49%-17.8pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $5,353 | $3,014+77.6% | $4,628+15.7% | $2,381+124.8% |
| Participant deferral / active EE | $9,480 | $5,240+80.9% | $6,426+47.5% | $3,470+173.2% |
| Admin fee / account holder | $22,605 | $5,519+309.6% | $9,284+143.5% | $4,887+362.5% |