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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 | $155,849 | $54,162+187.7% | $68,612+127.1% | $64,173+142.9% |
| Participation rate | 93.3% | 68.1%+25.3pp | 72.2%+21.1pp | 69.6%+23.8pp |
| Annual return | -5.96% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,495 | $1,846+143.5% | $2,625+71.2% | $2,381+88.8% |
| Participant deferral / active EE | $9,389 | $2,626+257.5% | $3,311+183.6% | $3,470+170.6% |
| Admin fee / account holder | $11,747 | $4,029+191.6% | $5,131+128.9% | $4,887+140.4% |