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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 | $150,766 | $77,817+93.7% | $123,553+22.0% | $64,173+134.9% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -5.22% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $10,769 | $3,014+257.3% | $4,628+132.7% | $2,381+352.3% |
| Participant deferral / active EE | $9,650 | $5,240+84.1% | $6,426+50.2% | $3,470+178.1% |
| Admin fee / account holder | $1,964 | $5,519-64.4% | $9,284-78.8% | $4,887-59.8% |