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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 | $183,181 | $77,816+135.4% | $123,552+48.3% | $64,173+185.4% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -6.81% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,667 | $3,014+88.0% | $4,628+22.5% | $2,381+138.0% |
| Participant deferral / active EE | $4,343 | $5,240-17.1% | $6,426-32.4% | $3,470+25.2% |
| Admin fee / account holder | $5,510 | $5,519-0.2% | $9,285-40.7% | $4,887+12.7% |