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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 | $211,986 | $77,816+172.4% | $123,552+71.6% | $64,173+230.3% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -3.60% | 12.49%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,895 | $3,014+161.9% | $4,628+70.6% | $2,381+231.6% |
| Participant deferral / active EE | $13,755 | $5,240+162.5% | $6,426+114.0% | $3,470+296.4% |
| Admin fee / account holder | $829 | $5,519-85.0% | $9,285-91.1% | $4,887-83.0% |