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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 | $75,961 | $77,816-2.4% | $123,552-38.5% | $64,173+18.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.40% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $7,373 | $3,014+144.6% | $4,628+59.3% | $2,381+209.7% |
| Participant deferral / active EE | $4,991 | $5,240-4.7% | $6,426-22.3% | $3,470+43.9% |
| Admin fee / account holder | $1,197 | $5,519-78.3% | $9,285-87.1% | $4,887-75.5% |