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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 | $159,932 | $77,816+105.5% | $123,549+29.4% | $64,181+149.2% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.7pp |
| Annual return | -4.66% | 12.49%-17.1pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,966 | $3,014+230.6% | $4,628+115.3% | $2,381+318.6% |
| Participant deferral / active EE | $7,626 | $5,240+45.5% | $6,426+18.7% | $3,470+119.8% |
| Admin fee / account holder | $1,902 | $5,519-65.5% | $9,284-79.5% | $4,887-61.1% |