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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 | $163,527 | $77,816+110.1% | $123,552+32.4% | $64,173+154.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.98% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,996 | $3,014-33.8% | $4,628-56.9% | $2,381-16.2% |
| Participant deferral / active EE | $7,403 | $5,240+41.3% | $6,426+15.2% | $3,470+113.4% |
| Admin fee / account holder | $2,627 | $5,519-52.4% | $9,285-71.7% | $4,887-46.3% |