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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 | $151,917 | $77,816+95.2% | $123,552+23.0% | $64,173+136.7% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -4.80% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,348 | $3,014-22.1% | $4,628-49.3% | $2,381-1.4% |
| Participant deferral / active EE | $8,227 | $5,240+57.0% | $6,426+28.0% | $3,470+137.1% |
| Admin fee / account holder | $16,053 | $5,519+190.9% | $9,285+72.9% | $4,887+228.5% |