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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 | $212,338 | $77,817+172.9% | $123,553+71.9% | $64,173+230.9% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.3%+14.3pp | 69.6%+27.1pp |
| Annual return | -7.13% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $15,164 | $3,014+403.1% | $4,628+227.7% | $2,381+536.9% |
| Participant deferral / active EE | $3,252 | $5,240-37.9% | $6,426-49.4% | $3,470-6.3% |
| Admin fee / account holder | $14,708 | $5,519+166.5% | $9,284+58.4% | $4,887+200.9% |