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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 | $143,472 | $77,816+84.4% | $123,552+16.1% | $64,173+123.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.40% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,004 | $3,014+132.4% | $4,628+51.3% | $2,381+194.2% |
| Participant deferral / active EE | $6,380 | $5,240+21.8% | $6,426-0.7% | $3,470+83.9% |
| Admin fee / account holder | $2,835 | $5,519-48.6% | $9,285-69.5% | $4,887-42.0% |