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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 | $177,450 | $77,817+128.0% | $123,553+43.6% | $64,173+176.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -5.25% | 12.49%-17.7pp | 119.21%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $14,913 | $3,014+394.8% | $4,628+222.2% | $2,381+526.4% |
| Participant deferral / active EE | $11,489 | $5,240+119.3% | $6,426+78.8% | $3,470+231.1% |
| Admin fee / account holder | $28,306 | $5,519+412.9% | $9,284+204.9% | $4,887+479.2% |