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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 | $236,998 | $94,529+150.7% | $140,019+69.3% | $64,181+269.3% |
| Participation rate | 95.1% | 84.1%+11.0pp | 87.5%+7.6pp | 69.6%+25.6pp |
| Annual return | -5.01% | 7.77%-12.8pp | 651.15%-656.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $10,246 | $3,812+168.8% | $5,605+82.8% | $2,381+330.4% |
| Participant deferral / active EE | $13,714 | $5,250+161.2% | $6,927+98.0% | $3,470+295.3% |
| Admin fee / account holder | $10,221 | $6,741+51.6% | $10,705-4.5% | $4,887+109.1% |