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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 | $146,929 | $94,529+55.4% | $140,019+4.9% | $64,173+129.0% |
| Participation rate | 81.6% | 84.1%-2.5pp | 87.5%-5.9pp | 69.6%+12.0pp |
| Annual return | -5.72% | 7.77%-13.5pp | 651.15%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $14,190 | $3,812+272.2% | $5,605+153.1% | $2,381+496.0% |
| Participant deferral / active EE | $11,177 | $5,250+112.9% | $6,927+61.4% | $3,470+222.1% |
| Admin fee / account holder | $1,322 | $6,741-80.4% | $10,705-87.6% | $4,887-72.9% |