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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 | $143,685 | $77,817+84.6% | $123,553+16.3% | $64,173+123.9% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -5.09% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,486 | $3,014+148.4% | $4,628+61.8% | $2,381+214.4% |
| Participant deferral / active EE | $7,211 | $5,240+37.6% | $6,426+12.2% | $3,470+107.8% |
| Admin fee / account holder | $1,401 | $5,519-74.6% | $9,284-84.9% | $4,887-71.3% |