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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 | $170,982 | $77,816+119.7% | $123,552+38.4% | $64,173+166.4% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -3.86% | 12.49%-16.3pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,931 | $3,014+30.4% | $4,628-15.1% | $2,381+65.1% |
| Participant deferral / active EE | $8,603 | $5,240+64.2% | $6,426+33.9% | $3,470+148.0% |
| Admin fee / account holder | $24,373 | $5,519+341.6% | $9,285+162.5% | $4,887+398.7% |