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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 | $86,614 | $77,817+11.3% | $123,553-29.9% | $64,173+35.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.61% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,645 | $3,014+120.5% | $4,628+43.6% | $2,381+179.1% |
| Participant deferral / active EE | $6,860 | $5,240+30.9% | $6,426+6.8% | $3,470+97.7% |
| Admin fee / account holder | $3,690 | $5,519-33.1% | $9,284-60.3% | $4,887-24.5% |