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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 | $236,541 | $94,529+150.2% | $140,019+68.9% | $64,173+268.6% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.0pp | 69.6%+24.0pp |
| Annual return | -5.02% | 7.77%-12.8pp | 651.17%-656.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $10,618 | $3,812+178.5% | $5,605+89.4% | $2,381+346.0% |
| Participant deferral / active EE | $14,615 | $5,250+178.4% | $6,927+111.0% | $3,470+321.2% |
| Admin fee / account holder | $6,507 | $6,741-3.5% | $10,705-39.2% | $4,887+33.1% |