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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 | $213,764 | $77,817+174.7% | $123,553+73.0% | $64,173+233.1% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -1.23% | 12.49%-13.7pp | 119.21%-120.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $7,961 | $3,014+164.1% | $4,628+72.0% | $2,381+234.4% |
| Participant deferral / active EE | $10,412 | $5,240+98.7% | $6,426+62.0% | $3,470+200.1% |
| Admin fee / account holder | $75,919 | $5,519+1275.6% | $9,284+717.7% | $4,887+1453.3% |