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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 | $108,828 | $77,816+39.9% | $123,552-11.9% | $64,173+69.6% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.6pp | 69.6%+15.3pp |
| Annual return | -2.90% | 12.49%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $9,509 | $3,014+215.5% | $4,628+105.5% | $2,381+299.4% |
| Participant deferral / active EE | $18,387 | $5,240+250.9% | $6,426+186.1% | $3,470+429.9% |
| Admin fee / account holder | $13,033 | $5,519+136.1% | $9,285+40.4% | $4,887+166.7% |