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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 | $162,573 | $77,816+108.9% | $123,549+31.6% | $64,181+153.3% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -3.94% | 12.49%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,455 | $3,014+81.0% | $4,628+17.9% | $2,381+129.1% |
| Participant deferral / active EE | $8,331 | $5,240+59.0% | $6,426+29.7% | $3,470+140.1% |
| Admin fee / account holder | $33,135 | $5,519+500.4% | $9,284+256.9% | $4,887+578.0% |