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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 | $145,433 | $56,484+157.5% | $169,452-14.2% | $64,173+126.6% |
| Participation rate | 93.5% | 64.5%+29.0pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | -2.70% | -1.55%-1.1pp | 1.83%-4.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $7,828 | $1,832+327.2% | $4,157+88.3% | $2,381+228.8% |
| Participant deferral / active EE | $13,027 | $3,448+277.8% | $5,277+146.9% | $3,470+275.5% |
| Admin fee / account holder | $18,514 | $4,174+343.5% | $9,110+103.2% | $4,887+278.8% |