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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 | $135,618 | $77,817+74.3% | $123,553+9.8% | $64,173+111.3% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -6.31% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $9,107 | $3,014+202.2% | $4,628+96.8% | $2,381+282.5% |
| Participant deferral / active EE | $8,717 | $5,240+66.3% | $6,426+35.7% | $3,470+151.2% |
| Admin fee / account holder | $10,200 | $5,519+84.8% | $9,284+9.9% | $4,887+108.7% |