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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 | $138,868 | $77,817+78.5% | $123,553+12.4% | $64,173+116.4% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -6.96% | 12.49%-19.4pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $6,574 | $3,014+118.1% | $4,628+42.1% | $2,381+176.1% |
| Participant deferral / active EE | $6,811 | $5,240+30.0% | $6,426+6.0% | $3,470+96.3% |
| Admin fee / account holder | $454 | $5,519-91.8% | $9,284-95.1% | $4,887-90.7% |