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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 | $123,670 | $77,817+58.9% | $123,553+0.1% | $64,173+92.7% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $9,338 | $3,014+209.8% | $4,628+101.8% | $2,381+292.2% |
| Participant deferral / active EE | $12,815 | $5,240+144.6% | $6,426+99.4% | $3,470+269.3% |
| Admin fee / account holder | $20,504 | $5,519+271.5% | $9,284+120.8% | $4,887+319.5% |