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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 | $91,510 | $77,817+17.6% | $123,553-25.9% | $64,173+42.6% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.2pp |
| Annual return | -3.74% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,425 | $3,014+146.3% | $4,628+60.4% | $2,381+211.9% |
| Participant deferral / active EE | $6,650 | $5,240+26.9% | $6,426+3.5% | $3,470+91.7% |
| Admin fee / account holder | $10,315 | $5,519+86.9% | $9,284+11.1% | $4,887+111.0% |