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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 | $135,676 | $77,816+74.4% | $123,552+9.8% | $64,173+111.4% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -2.62% | 12.49%-15.1pp | 119.20%-121.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $9,318 | $3,014+209.2% | $4,628+101.3% | $2,381+291.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,770 | $5,519+312.6% | $9,285+145.3% | $4,887+365.9% |