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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 | $70,334 | $77,817-9.6% | $123,553-43.1% | $64,173+9.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.15% | 12.49%-17.6pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $11,059 | $3,014+266.9% | $4,628+139.0% | $2,381+364.5% |
| Participant deferral / active EE | $14,958 | $5,240+185.5% | $6,426+132.8% | $3,470+331.1% |
| Admin fee / account holder | $16,310 | $5,519+195.5% | $9,284+75.7% | $4,887+233.7% |