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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 | $119,443 | $77,817+53.5% | $123,553-3.3% | $64,173+86.1% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -4.76% | 12.49%-17.2pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,158 | $3,014+137.5% | $4,628+54.7% | $2,381+200.7% |
| Participant deferral / active EE | $8,020 | $5,240+53.0% | $6,426+24.8% | $3,470+131.1% |
| Admin fee / account holder | $10,536 | $5,519+90.9% | $9,284+13.5% | $4,887+115.6% |