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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 | $146,852 | $77,817+88.7% | $123,553+18.9% | $64,173+128.8% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -3.75% | 12.49%-16.2pp | 119.21%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,250 | $3,014+107.4% | $4,628+35.0% | $2,381+162.5% |
| Participant deferral / active EE | $6,517 | $5,240+24.4% | $6,426+1.4% | $3,470+87.8% |
| Admin fee / account holder | $6,102 | $5,519+10.6% | $9,284-34.3% | $4,887+24.8% |