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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 | $149,181 | $77,817+91.7% | $123,553+20.7% | $64,173+132.5% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -4.39% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $7,652 | $3,014+153.9% | $4,628+65.3% | $2,381+221.4% |
| Participant deferral / active EE | $4,304 | $5,240-17.9% | $6,426-33.0% | $3,470+24.0% |
| Admin fee / account holder | $1,918 | $5,519-65.2% | $9,284-79.3% | $4,887-60.8% |