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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 | $112,929 | $77,817+45.1% | $123,553-8.6% | $64,173+76.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.08% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,288 | $3,014+42.3% | $4,628-7.4% | $2,381+80.1% |
| Participant deferral / active EE | $10,571 | $5,240+101.7% | $6,426+64.5% | $3,470+204.7% |
| Admin fee / account holder | $2,246 | $5,519-59.3% | $9,284-75.8% | $4,887-54.0% |