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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 | $118,847 | $77,817+52.7% | $123,553-3.8% | $64,173+85.2% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -4.18% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,285 | $3,014+42.2% | $4,628-7.4% | $2,381+80.0% |
| Participant deferral / active EE | $7,811 | $5,240+49.1% | $6,426+21.5% | $3,470+125.1% |
| Admin fee / account holder | $20,428 | $5,519+270.1% | $9,284+120.0% | $4,887+318.0% |