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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 | $145,080 | $94,529+53.5% | $140,019+3.6% | $64,173+126.1% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -5.11% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,144 | $3,812-43.8% | $5,605-61.7% | $2,381-9.9% |
| Participant deferral / active EE | $4,469 | $5,250-14.9% | $6,927-35.5% | $3,470+28.8% |
| Admin fee / account holder | $9,217 | $6,741+36.7% | $10,705-13.9% | $4,887+88.6% |