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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 | $144,510 | $77,816+85.7% | $123,549+17.0% | $64,181+125.2% |
| Participation rate | 94.2% | 74.7%+19.5pp | 82.3%+11.9pp | 69.6%+24.7pp |
| Annual return | -5.42% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $9,618 | $3,014+219.1% | $4,628+107.8% | $2,381+304.0% |
| Participant deferral / active EE | $10,204 | $5,240+94.7% | $6,426+58.8% | $3,470+194.1% |
| Admin fee / account holder | $15,957 | $5,519+189.1% | $9,284+71.9% | $4,887+226.5% |