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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 | $138,470 | $77,816+77.9% | $123,552+12.1% | $64,173+115.8% |
| Participation rate | 98.9% | 74.7%+24.1pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -5.44% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,873 | $3,014+61.7% | $4,628+5.3% | $2,381+104.7% |
| Participant deferral / active EE | $7,093 | $5,240+35.4% | $6,426+10.4% | $3,470+104.4% |
| Admin fee / account holder | $6,810 | $5,519+23.4% | $9,285-26.7% | $4,887+39.3% |