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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 | $183,567 | $77,817+135.9% | $123,553+48.6% | $64,173+186.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.89% | 12.49%-17.4pp | 119.21%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,225 | $3,014+172.9% | $4,628+77.7% | $2,381+245.5% |
| Participant deferral / active EE | $14,553 | $5,240+177.7% | $6,426+126.5% | $3,470+319.4% |
| Admin fee / account holder | $26,070 | $5,519+372.4% | $9,284+180.8% | $4,887+433.4% |