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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 | $243,410 | $77,816+212.8% | $123,549+97.0% | $64,181+279.3% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.8pp |
| Annual return | -4.80% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $10,997 | $3,014+264.9% | $4,628+137.6% | $2,381+361.9% |
| Participant deferral / active EE | $8,908 | $5,240+70.0% | $6,426+38.6% | $3,470+156.7% |
| Admin fee / account holder | $63,883 | $5,519+1057.5% | $9,284+588.1% | $4,887+1207.1% |