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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 | $164,865 | $77,817+111.9% | $123,553+33.4% | $64,173+156.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.07% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,986 | $3,014+32.2% | $4,628-13.9% | $2,381+67.4% |
| Participant deferral / active EE | $7,659 | $5,240+46.2% | $6,426+19.2% | $3,470+120.7% |
| Admin fee / account holder | $3,125 | $5,519-43.4% | $9,284-66.3% | $4,887-36.1% |