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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 | $213,189 | $77,816+174.0% | $123,549+72.6% | $64,181+232.2% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -6.84% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $9,147 | $3,014+203.5% | $4,628+97.6% | $2,381+284.2% |
| Participant deferral / active EE | $8,348 | $5,240+59.3% | $6,426+29.9% | $3,470+140.6% |
| Admin fee / account holder | $3,003 | $5,519-45.6% | $9,284-67.7% | $4,887-38.6% |