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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 | $107,932 | $77,817+38.7% | $123,553-12.6% | $64,173+68.2% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.2pp |
| Annual return | -5.23% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $5,537 | $3,014+83.7% | $4,628+19.6% | $2,381+132.6% |
| Participant deferral / active EE | $5,950 | $5,240+13.6% | $6,426-7.4% | $3,470+71.5% |
| Admin fee / account holder | $1,252 | $5,519-77.3% | $9,284-86.5% | $4,887-74.4% |