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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 | $112,452 | $77,817+44.5% | $123,553-9.0% | $64,173+75.2% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -5.02% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $10,977 | $3,014+264.2% | $4,628+137.2% | $2,381+361.0% |
| Participant deferral / active EE | $6,195 | $5,240+18.2% | $6,426-3.6% | $3,470+78.6% |
| Admin fee / account holder | $3,961 | $5,519-28.2% | $9,284-57.3% | $4,887-19.0% |