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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 | $197,236 | $77,817+153.5% | $123,553+59.6% | $64,173+207.4% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -5.17% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,513 | $3,014+49.7% | $4,628-2.5% | $2,381+89.6% |
| Participant deferral / active EE | $8,870 | $5,240+69.3% | $6,426+38.0% | $3,470+155.6% |
| Admin fee / account holder | $18,121 | $5,519+228.3% | $9,284+95.2% | $4,887+270.8% |