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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 | $161,712 | $77,817+107.8% | $123,553+30.9% | $64,173+152.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.06% | 12.49%-17.5pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,252 | $3,014+41.1% | $4,628-8.1% | $2,381+78.6% |
| Participant deferral / active EE | $7,790 | $5,240+48.7% | $6,426+21.2% | $3,470+124.5% |
| Admin fee / account holder | $28,979 | $5,519+425.1% | $9,284+212.1% | $4,887+492.9% |