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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 | $183,761 | $77,816+136.1% | $123,549+48.7% | $64,181+186.3% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -3.43% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $12,339 | $3,014+309.4% | $4,628+166.6% | $2,381+418.3% |
| Participant deferral / active EE | $10,171 | $5,240+94.1% | $6,426+58.3% | $3,470+193.1% |
| Admin fee / account holder | $3,016 | $5,519-45.4% | $9,284-67.5% | $4,887-38.3% |