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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 | $180,453 | $77,817+131.9% | $123,553+46.1% | $64,173+181.2% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -0.85% | 12.49%-13.3pp | 119.21%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $4,314 | $3,014+43.1% | $4,628-6.8% | $2,381+81.2% |
| Participant deferral / active EE | $10,302 | $5,240+96.6% | $6,426+60.3% | $3,470+196.9% |
| Admin fee / account holder | $4,345 | $5,519-21.3% | $9,284-53.2% | $4,887-11.1% |