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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 | $205,649 | $77,817+164.3% | $123,553+66.4% | $64,173+220.5% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -6.25% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,947 | $3,014+64.1% | $4,628+6.9% | $2,381+107.8% |
| Participant deferral / active EE | $9,676 | $5,240+84.7% | $6,426+50.6% | $3,470+178.9% |
| Admin fee / account holder | $19,857 | $5,519+259.8% | $9,284+113.9% | $4,887+306.3% |