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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 | $146,757 | $94,529+55.3% | $140,019+4.8% | $64,173+128.7% |
| Participation rate | 89.7% | 84.1%+5.6pp | 87.5%+2.2pp | 69.6%+20.1pp |
| Annual return | -6.89% | 7.77%-14.7pp | 651.17%-658.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $9,988 | $3,812+162.0% | $5,605+78.2% | $2,381+319.5% |
| Participant deferral / active EE | $16,792 | $5,250+219.8% | $6,927+142.4% | $3,470+384.0% |
| Admin fee / account holder | $6,276 | $6,741-6.9% | $10,705-41.4% | $4,887+28.4% |