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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 | $178,149 | $77,817+128.9% | $123,553+44.2% | $64,173+177.6% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.3pp |
| Annual return | -5.24% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,075 | $3,014+68.4% | $4,628+9.7% | $2,381+113.1% |
| Participant deferral / active EE | $6,739 | $5,240+28.6% | $6,426+4.9% | $3,470+94.2% |
| Admin fee / account holder | $4,301 | $5,519-22.1% | $9,284-53.7% | $4,887-12.0% |