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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 | $214,594 | $77,816+175.8% | $123,552+73.7% | $64,173+234.4% |
| Participation rate | 85.9% | 74.7%+11.2pp | 82.3%+3.6pp | 69.6%+16.4pp |
| Annual return | -4.77% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,289 | $3,014+42.3% | $4,628-7.3% | $2,381+80.2% |
| Participant deferral / active EE | $8,482 | $5,240+61.9% | $6,426+32.0% | $3,470+144.4% |
| Admin fee / account holder | $14,989 | $5,519+171.6% | $9,285+61.4% | $4,887+206.7% |