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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 | $205,126 | $77,817+163.6% | $123,553+66.0% | $64,173+219.6% |
| Participation rate | 91.8% | 74.7%+17.1pp | 82.3%+9.5pp | 69.6%+22.3pp |
| Annual return | -5.21% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $10,328 | $3,014+242.7% | $4,628+123.2% | $2,381+333.8% |
| Participant deferral / active EE | $7,987 | $5,240+52.4% | $6,426+24.3% | $3,470+130.2% |
| Admin fee / account holder | $3,194 | $5,519-42.1% | $9,284-65.6% | $4,887-34.6% |