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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 | $128,329 | $77,817+64.9% | $123,553+3.9% | $64,173+100.0% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -6.68% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $6,439 | $3,014+113.7% | $4,628+39.1% | $2,381+170.5% |
| Participant deferral / active EE | $5,563 | $5,240+6.2% | $6,426-13.4% | $3,470+60.3% |
| Admin fee / account holder | $1,378 | $5,519-75.0% | $9,284-85.2% | $4,887-71.8% |