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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 | $206,112 | $77,817+164.9% | $123,553+66.8% | $64,173+221.2% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.91% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,988 | $3,014+65.5% | $4,628+7.8% | $2,381+109.5% |
| Participant deferral / active EE | $9,587 | $5,240+83.0% | $6,426+49.2% | $3,470+176.3% |
| Admin fee / account holder | $8,566 | $5,519+55.2% | $9,284-7.7% | $4,887+75.3% |