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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 | $146,160 | $77,816+87.8% | $123,549+18.3% | $64,181+127.7% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -5.73% | 12.49%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,405 | $3,014+212.0% | $4,628+103.2% | $2,381+295.1% |
| Participant deferral / active EE | $5,924 | $5,240+13.0% | $6,426-7.8% | $3,470+70.7% |
| Admin fee / account holder | $1,145 | $5,519-79.3% | $9,284-87.7% | $4,887-76.6% |