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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 | $239,871 | $77,816+208.3% | $123,552+94.1% | $64,173+273.8% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -4.43% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $5,331 | $3,014+76.9% | $4,628+15.2% | $2,381+123.9% |
| Participant deferral / active EE | $4,897 | $5,240-6.6% | $6,426-23.8% | $3,470+41.1% |
| Admin fee / account holder | $12,894 | $5,519+133.6% | $9,285+38.9% | $4,887+163.8% |