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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 | $143,529 | $94,529+51.8% | $140,019+2.5% | $64,173+123.7% |
| Participation rate | 96.9% | 84.1%+12.8pp | 87.5%+9.4pp | 69.6%+27.3pp |
| Annual return | -4.99% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,574 | $3,812+20.0% | $5,605-18.4% | $2,381+92.1% |
| Participant deferral / active EE | $7,316 | $5,250+39.3% | $6,927+5.6% | $3,470+110.8% |
| Admin fee / account holder | $9,734 | $6,741+44.4% | $10,705-9.1% | $4,887+99.2% |