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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 | $235,469 | $77,817+202.6% | $123,553+90.6% | $64,173+266.9% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.3%+12.2pp | 69.6%+25.0pp |
| Annual return | -4.52% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $9,437 | $3,014+213.1% | $4,628+103.9% | $2,381+296.4% |
| Participant deferral / active EE | $6,212 | $5,240+18.5% | $6,426-3.3% | $3,470+79.0% |
| Admin fee / account holder | $27,311 | $5,519+394.8% | $9,284+194.2% | $4,887+458.8% |