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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 | $169,144 | $77,817+117.4% | $123,553+36.9% | $64,173+163.6% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.3%+8.8pp | 69.6%+21.5pp |
| Annual return | -4.52% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,533 | $3,014+116.8% | $4,628+41.2% | $2,381+174.4% |
| Participant deferral / active EE | $8,612 | $5,240+64.4% | $6,426+34.0% | $3,470+148.2% |
| Admin fee / account holder | $15,149 | $5,519+174.5% | $9,284+63.2% | $4,887+210.0% |