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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 | $86,259 | $71,878+20.0% | $86,698-0.5% | $68,486+26.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.67% | 3.53%-12.2pp | 35.95%-44.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $4,718 | $2,173+117.1% | $2,837+66.3% | $2,597+81.7% |
| Participant deferral / active EE | $9,765 | $3,779+158.4% | $4,656+109.7% | $4,028+142.5% |
| Admin fee / account holder | $3,629 | $6,113-40.6% | $7,493-51.6% | $5,404-32.8% |