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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 | $129,703 | $94,529+37.2% | $140,019-7.4% | $64,173+102.1% |
| Participation rate | 97.6% | 84.1%+13.5pp | 87.5%+10.1pp | 69.6%+28.0pp |
| Annual return | -5.79% | 7.77%-13.6pp | 651.17%-657.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,408 | $3,812+68.1% | $5,605+14.3% | $2,381+169.1% |
| Participant deferral / active EE | $12,009 | $5,250+128.7% | $6,927+73.4% | $3,470+246.1% |
| Admin fee / account holder | $10,526 | $6,741+56.2% | $10,705-1.7% | $4,887+115.4% |