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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 | $167,932 | $77,817+115.8% | $123,553+35.9% | $64,173+161.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.27% | 12.49%-17.8pp | 119.21%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,332 | $3,014+43.7% | $4,628-6.4% | $2,381+81.9% |
| Participant deferral / active EE | $10,064 | $5,240+92.1% | $6,426+56.6% | $3,470+190.1% |
| Admin fee / account holder | $9,689 | $5,519+75.6% | $9,284+4.4% | $4,887+98.2% |