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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 | $187,066 | $77,817+140.4% | $123,553+51.4% | $64,173+191.5% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.3pp |
| Annual return | -4.30% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,163 | $3,014+170.8% | $4,628+76.4% | $2,381+242.9% |
| Participant deferral / active EE | $8,221 | $5,240+56.9% | $6,426+27.9% | $3,470+136.9% |
| Admin fee / account holder | $24,672 | $5,519+347.0% | $9,284+165.7% | $4,887+404.8% |