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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 | $178,995 | $77,817+130.0% | $123,553+44.9% | $64,173+178.9% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.2pp |
| Annual return | -7.02% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $10,140 | $3,014+236.4% | $4,628+119.1% | $2,381+325.9% |
| Participant deferral / active EE | $11,212 | $5,240+114.0% | $6,426+74.5% | $3,470+223.2% |
| Admin fee / account holder | $24,424 | $5,519+342.5% | $9,284+163.1% | $4,887+399.7% |