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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 | $109,347 | $77,817+40.5% | $123,553-11.5% | $64,173+70.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.65% | 12.49%-20.1pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,547 | $3,014-48.7% | $4,628-66.6% | $2,381-35.0% |
| Participant deferral / active EE | $9,230 | $5,240+76.1% | $6,426+43.6% | $3,470+166.0% |
| Admin fee / account holder | $3,905 | $5,519-29.3% | $9,284-57.9% | $4,887-20.1% |