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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 | $145,344 | $77,817+86.8% | $123,553+17.6% | $64,173+126.5% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -7.47% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $10,554 | $3,014+250.2% | $4,628+128.0% | $2,381+343.3% |
| Participant deferral / active EE | $11,218 | $5,240+114.1% | $6,426+74.6% | $3,470+223.3% |
| Admin fee / account holder | $1,971 | $5,519-64.3% | $9,284-78.8% | $4,887-59.7% |