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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 | $181,488 | $77,817+133.2% | $123,553+46.9% | $64,173+182.8% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -6.43% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,017 | $3,014+166.0% | $4,628+73.2% | $2,381+236.7% |
| Participant deferral / active EE | $7,190 | $5,240+37.2% | $6,426+11.9% | $3,470+107.2% |
| Admin fee / account holder | $357 | $5,519-93.5% | $9,284-96.2% | $4,887-92.7% |