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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 | $249,577 | $77,817+220.7% | $123,553+102.0% | $64,173+288.9% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.3%+6.7pp | 69.6%+19.5pp |
| Annual return | -3.89% | 12.49%-16.4pp | 119.21%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $14,097 | $3,014+367.7% | $4,628+204.6% | $2,381+492.1% |
| Participant deferral / active EE | $10,805 | $5,240+106.2% | $6,426+68.1% | $3,470+211.4% |
| Admin fee / account holder | $13,683 | $5,519+147.9% | $9,284+47.4% | $4,887+180.0% |