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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 | $123,546 | $77,816+58.8% | $123,5520% | $64,173+92.5% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.2pp |
| Annual return | -7.33% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,365 | $3,014+78.0% | $4,628+15.9% | $2,381+125.4% |
| Participant deferral / active EE | $10,175 | $5,240+94.2% | $6,426+58.3% | $3,470+193.3% |
| Admin fee / account holder | $1,633 | $5,519-70.4% | $9,285-82.4% | $4,887-66.6% |