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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 | $177,289 | $77,817+127.8% | $123,553+43.5% | $64,173+176.3% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -4.48% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,837 | $3,014+126.8% | $4,628+47.7% | $2,381+187.2% |
| Participant deferral / active EE | $11,253 | $5,240+114.8% | $6,426+75.1% | $3,470+224.3% |
| Admin fee / account holder | $21,333 | $5,519+286.5% | $9,284+129.8% | $4,887+336.5% |