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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 | $103,502 | $77,817+33.0% | $123,553-16.2% | $64,173+61.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.96% | 12.49%-18.4pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,831 | $3,014+27.1% | $4,628-17.2% | $2,381+60.9% |
| Participant deferral / active EE | $13,688 | $5,240+161.2% | $6,426+113.0% | $3,470+294.5% |
| Admin fee / account holder | $2,603 | $5,519-52.8% | $9,284-72.0% | $4,887-46.7% |