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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 | $194,277 | $77,817+149.7% | $123,553+57.2% | $64,173+202.7% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -4.65% | 12.49%-17.1pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $19,746 | $3,014+555.1% | $4,628+326.7% | $2,381+729.4% |
| Participant deferral / active EE | $12,643 | $5,240+141.3% | $6,426+96.8% | $3,470+264.4% |
| Admin fee / account holder | $43,056 | $5,519+680.1% | $9,284+363.7% | $4,887+781.0% |