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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 | $130,715 | $77,817+68.0% | $123,553+5.8% | $64,173+103.7% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -0.01% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $16,940 | $3,014+462.0% | $4,628+266.0% | $2,381+611.5% |
| Participant deferral / active EE | $17,442 | $5,240+232.9% | $6,426+171.4% | $3,470+402.7% |
| Admin fee / account holder | $75,094 | $5,519+1260.6% | $9,284+708.8% | $4,887+1436.5% |