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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 | $80,174 | $77,817+3.0% | $123,553-35.1% | $64,173+24.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.91% | 12.49%-20.4pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $6,868 | $3,014+127.9% | $4,628+48.4% | $2,381+188.5% |
| Participant deferral / active EE | $6,016 | $5,240+14.8% | $6,426-6.4% | $3,470+73.4% |
| Admin fee / account holder | $1,857 | $5,519-66.4% | $9,284-80.0% | $4,887-62.0% |