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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 | $142,485 | $77,816+83.1% | $123,549+15.3% | $64,181+122.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.01% | 12.49%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,593 | $3,014+151.9% | $4,628+64.1% | $2,381+219.0% |
| Participant deferral / active EE | $8,883 | $5,240+69.5% | $6,426+38.2% | $3,470+156.0% |
| Admin fee / account holder | $901 | $5,519-83.7% | $9,284-90.3% | $4,887-81.6% |