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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 | $228,773 | $77,817+194.0% | $123,553+85.2% | $64,173+256.5% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -4.68% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $7,627 | $3,014+153.1% | $4,628+64.8% | $2,381+220.4% |
| Participant deferral / active EE | $15,058 | $5,240+187.4% | $6,426+134.3% | $3,470+334.0% |
| Admin fee / account holder | $26,007 | $5,519+371.2% | $9,284+180.1% | $4,887+432.1% |