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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 | $205,850 | $94,529+117.8% | $140,019+47.0% | $64,173+220.8% |
| Participation rate | 98.5% | 84.1%+14.4pp | 87.5%+11.0pp | 69.6%+29.0pp |
| Annual return | -6.54% | 7.77%-14.3pp | 651.17%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $8,014 | $3,812+110.2% | $5,605+43.0% | $2,381+236.6% |
| Participant deferral / active EE | $16,771 | $5,250+219.4% | $6,927+142.1% | $3,470+383.4% |
| Admin fee / account holder | $8,777 | $6,741+30.2% | $10,705-18.0% | $4,887+79.6% |