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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 | $176,977 | $94,529+87.2% | $140,019+26.4% | $64,173+175.8% |
| Participation rate | 94.7% | 84.1%+10.6pp | 87.5%+7.2pp | 69.6%+25.1pp |
| Annual return | -4.75% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $11,600 | $3,812+204.3% | $5,605+106.9% | $2,381+387.2% |
| Participant deferral / active EE | $12,204 | $5,250+132.5% | $6,927+76.2% | $3,470+251.7% |
| Admin fee / account holder | $13,204 | $6,741+95.9% | $10,705+23.3% | $4,887+170.2% |