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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 | $174,382 | $77,816+124.1% | $123,552+41.1% | $64,173+171.7% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -5.62% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $8,853 | $3,014+193.7% | $4,628+91.3% | $2,381+271.8% |
| Participant deferral / active EE | $6,165 | $5,240+17.7% | $6,426-4.1% | $3,470+77.7% |
| Admin fee / account holder | $1,166 | $5,519-78.9% | $9,285-87.4% | $4,887-76.2% |