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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 | $171,425 | $77,817+120.3% | $123,553+38.7% | $64,173+167.1% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -4.74% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,273 | $3,014+8.6% | $4,628-29.3% | $2,381+37.5% |
| Participant deferral / active EE | $8,775 | $5,240+67.5% | $6,426+36.6% | $3,470+152.9% |
| Admin fee / account holder | $23,671 | $5,519+328.9% | $9,284+155.0% | $4,887+384.3% |