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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 | $170,758 | $77,817+119.4% | $123,553+38.2% | $64,173+166.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.62% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,584 | $3,014+151.6% | $4,628+63.9% | $2,381+218.5% |
| Participant deferral / active EE | $8,127 | $5,240+55.1% | $6,426+26.5% | $3,470+134.2% |
| Admin fee / account holder | $8,597 | $5,519+55.8% | $9,284-7.4% | $4,887+75.9% |