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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 | $216,620 | $77,816+178.4% | $123,552+75.3% | $64,173+237.6% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -5.42% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,479 | $3,014+148.1% | $4,628+61.6% | $2,381+214.1% |
| Participant deferral / active EE | $9,682 | $5,240+84.8% | $6,426+50.7% | $3,470+179.0% |
| Admin fee / account holder | $13,580 | $5,519+146.1% | $9,285+46.3% | $4,887+177.9% |