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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 | $249,985 | $77,816+221.3% | $123,552+102.3% | $64,173+289.5% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -4.83% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $6,397 | $3,014+112.2% | $4,628+38.2% | $2,381+168.7% |
| Participant deferral / active EE | $15,113 | $5,240+188.4% | $6,426+135.2% | $3,470+335.6% |
| Admin fee / account holder | $25,030 | $5,519+353.5% | $9,285+169.6% | $4,887+412.1% |