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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 | $140,208 | $77,816+80.2% | $123,552+13.5% | $64,173+118.5% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.3%+8.2pp | 69.6%+20.9pp |
| Annual return | -0.56% | 12.49%-13.0pp | 119.20%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $10,311 | $3,014+242.1% | $4,628+122.8% | $2,381+333.1% |
| Participant deferral / active EE | $11,963 | $5,240+128.3% | $6,426+86.2% | $3,470+244.8% |
| Admin fee / account holder | $6,573 | $5,519+19.1% | $9,285-29.2% | $4,887+34.5% |