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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 | $116,223 | $77,817+49.4% | $123,553-5.9% | $64,173+81.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.65% | 12.49%-19.1pp | 119.21%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,974 | $3,014+164.6% | $4,628+72.3% | $2,381+234.9% |
| Participant deferral / active EE | $13,754 | $5,240+162.5% | $6,426+114.0% | $3,470+296.4% |
| Admin fee / account holder | $553 | $5,519-90.0% | $9,284-94.0% | $4,887-88.7% |