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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 | $177,945 | $94,529+88.2% | $140,019+27.1% | $64,173+177.3% |
| Participation rate | 93.8% | 84.1%+9.7pp | 87.5%+6.3pp | 69.6%+24.2pp |
| Annual return | -7.05% | 7.77%-14.8pp | 651.17%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,788 | $3,812+25.6% | $5,605-14.6% | $2,381+101.1% |
| Participant deferral / active EE | $9,864 | $5,250+87.9% | $6,927+42.4% | $3,470+184.3% |
| Admin fee / account holder | $8,053 | $6,741+19.5% | $10,705-24.8% | $4,887+64.8% |