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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 | $180,416 | $77,817+131.8% | $123,553+46.0% | $64,173+181.1% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.3%+16.2pp | 69.6%+28.9pp |
| Annual return | -5.02% | 12.49%-17.5pp | 119.21%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,527 | $3,014+116.5% | $4,628+41.0% | $2,381+174.1% |
| Participant deferral / active EE | $15,475 | $5,240+195.3% | $6,426+140.8% | $3,470+346.0% |
| Admin fee / account holder | $8,609 | $5,519+56.0% | $9,284-7.3% | $4,887+76.1% |