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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 | $174,406 | $77,817+124.1% | $123,553+41.2% | $64,173+171.8% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -4.22% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,903 | $3,014+62.7% | $4,628+5.9% | $2,381+105.9% |
| Participant deferral / active EE | $8,547 | $5,240+63.1% | $6,426+33.0% | $3,470+146.3% |
| Admin fee / account holder | $7,497 | $5,519+35.8% | $9,284-19.3% | $4,887+53.4% |