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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 | $205,682 | $77,817+164.3% | $123,553+66.5% | $64,173+220.5% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.36% | 12.49%-19.8pp | 119.21%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $8,904 | $3,014+195.4% | $4,628+92.4% | $2,381+274.0% |
| Participant deferral / active EE | $8,708 | $5,240+66.2% | $6,426+35.5% | $3,470+151.0% |
| Admin fee / account holder | $6,480 | $5,519+17.4% | $9,284-30.2% | $4,887+32.6% |