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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 | $180,628 | $77,816+132.1% | $123,552+46.2% | $64,173+181.5% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -7.63% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $5,658 | $3,014+87.7% | $4,628+22.3% | $2,381+137.6% |
| Participant deferral / active EE | $9,185 | $5,240+75.3% | $6,426+42.9% | $3,470+164.7% |
| Admin fee / account holder | $4,338 | $5,519-21.4% | $9,285-53.3% | $4,887-11.2% |