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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 | $152,617 | $77,817+96.1% | $123,553+23.5% | $64,173+137.8% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -7.46% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,679 | $3,014+88.4% | $4,628+22.7% | $2,381+138.5% |
| Participant deferral / active EE | $8,291 | $5,240+58.2% | $6,426+29.0% | $3,470+139.0% |
| Admin fee / account holder | $1,999 | $5,519-63.8% | $9,284-78.5% | $4,887-59.1% |