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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 | $191,196 | $77,817+145.7% | $123,553+54.7% | $64,173+197.9% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -7.58% | 12.49%-20.1pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $12,393 | $3,014+311.2% | $4,628+167.8% | $2,381+420.5% |
| Participant deferral / active EE | $8,592 | $5,240+64.0% | $6,426+33.7% | $3,470+147.6% |
| Admin fee / account holder | $42,032 | $5,519+661.6% | $9,284+352.7% | $4,887+760.0% |