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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 | $202,040 | $77,816+159.6% | $123,552+63.5% | $64,173+214.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -8.03% | 12.49%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $6,399 | $3,014+112.3% | $4,628+38.3% | $2,381+168.8% |
| Participant deferral / active EE | $8,809 | $5,240+68.1% | $6,426+37.1% | $3,470+153.9% |
| Admin fee / account holder | $31,373 | $5,519+468.5% | $9,285+237.9% | $4,887+541.9% |