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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 | $138,733 | $77,816+78.3% | $123,552+12.3% | $64,173+116.2% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -7.36% | 12.49%-19.8pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,773 | $3,014+124.7% | $4,628+46.3% | $2,381+184.5% |
| Participant deferral / active EE | $10,095 | $5,240+92.6% | $6,426+57.1% | $3,470+190.9% |
| Admin fee / account holder | $2,710 | $5,519-50.9% | $9,285-70.8% | $4,887-44.6% |