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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 | $159,973 | $77,816+105.6% | $123,552+29.5% | $64,173+149.3% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -6.33% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,526 | $3,014+83.3% | $4,628+19.4% | $2,381+132.1% |
| Participant deferral / active EE | $11,344 | $5,240+116.5% | $6,426+76.5% | $3,470+226.9% |
| Admin fee / account holder | $11,959 | $5,519+116.7% | $9,285+28.8% | $4,887+144.7% |