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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 | $191,680 | $77,817+146.3% | $123,553+55.1% | $64,173+198.7% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -2.25% | 12.49%-14.7pp | 119.21%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $6,947 | $3,014+130.5% | $4,628+50.1% | $2,381+191.8% |
| Participant deferral / active EE | $8,017 | $5,240+53.0% | $6,426+24.8% | $3,470+131.1% |
| Admin fee / account holder | $4,911 | $5,519-11.0% | $9,284-47.1% | $4,887+0.5% |