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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 | $145,111 | $94,529+53.5% | $140,019+3.6% | $64,173+126.1% |
| Participation rate | 98.8% | 84.1%+14.8pp | 87.5%+11.3pp | 69.6%+29.3pp |
| Annual return | -5.88% | 7.77%-13.7pp | 651.15%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,264 | $3,812+11.8% | $5,605-23.9% | $2,381+79.1% |
| Participant deferral / active EE | $8,264 | $5,250+57.4% | $6,927+19.3% | $3,470+138.2% |
| Admin fee / account holder | $7,189 | $6,741+6.6% | $10,705-32.9% | $4,887+47.1% |