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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 | $137,764 | $77,816+77.0% | $123,552+11.5% | $64,173+114.7% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $8,387 | $3,014+178.3% | $4,628+81.2% | $2,381+252.3% |
| Participant deferral / active EE | $10,069 | $5,240+92.2% | $6,426+56.7% | $3,470+190.2% |
| Admin fee / account holder | $8,684 | $5,519+57.4% | $9,285-6.5% | $4,887+77.7% |