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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 | $177,092 | $77,817+127.6% | $123,553+43.3% | $64,173+176.0% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -6.94% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $11,268 | $3,014+273.9% | $4,628+143.5% | $2,381+373.3% |
| Participant deferral / active EE | $7,840 | $5,240+49.6% | $6,426+22.0% | $3,470+125.9% |
| Admin fee / account holder | $3,089 | $5,519-44.0% | $9,284-66.7% | $4,887-36.8% |