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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 | $204,644 | $77,817+163.0% | $123,553+65.6% | $64,173+218.9% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+15.9pp | 69.6%+28.6pp |
| Annual return | -5.98% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,273 | $3,014+141.3% | $4,628+57.1% | $2,381+205.5% |
| Participant deferral / active EE | $7,886 | $5,240+50.5% | $6,426+22.7% | $3,470+127.3% |
| Admin fee / account holder | $2,464 | $5,519-55.4% | $9,284-73.5% | $4,887-49.6% |