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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 | $148,005 | $77,817+90.2% | $123,553+19.8% | $64,173+130.6% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.3%-3.8pp | 69.6%+8.9pp |
| Annual return | -5.64% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,605 | $3,014+119.1% | $4,628+42.7% | $2,381+177.4% |
| Participant deferral / active EE | $11,297 | $5,240+115.6% | $6,426+75.8% | $3,470+225.6% |
| Admin fee / account holder | $1,174 | $5,519-78.7% | $9,284-87.4% | $4,887-76.0% |