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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 | $190,427 | $77,817+144.7% | $123,553+54.1% | $64,173+196.7% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.2pp |
| Annual return | -6.21% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,683 | $3,014+121.7% | $4,628+44.4% | $2,381+180.7% |
| Participant deferral / active EE | $9,472 | $5,240+80.8% | $6,426+47.4% | $3,470+173.0% |
| Admin fee / account holder | $27,152 | $5,519+392.0% | $9,284+192.4% | $4,887+455.6% |