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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 | $140,174 | $77,816+80.1% | $123,552+13.5% | $64,173+118.4% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.3%+16.3pp | 69.6%+29.0pp |
| Annual return | -6.27% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,592 | $3,014+85.5% | $4,628+20.8% | $2,381+134.9% |
| Participant deferral / active EE | $9,794 | $5,240+86.9% | $6,426+52.4% | $3,470+182.3% |
| Admin fee / account holder | $9,869 | $5,519+78.8% | $9,285+6.3% | $4,887+101.9% |