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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 | $221,824 | $94,529+134.7% | $140,019+58.4% | $64,173+245.7% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -6.03% | 7.77%-13.8pp | 651.17%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $12,876 | $3,812+237.7% | $5,605+129.7% | $2,381+440.8% |
| Participant deferral / active EE | $10,575 | $5,250+101.4% | $6,927+52.7% | $3,470+204.8% |
| Admin fee / account holder | $6,775 | $6,741+0.5% | $10,705-36.7% | $4,887+38.6% |