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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 | $118,649 | $77,817+52.5% | $123,553-4.0% | $64,173+84.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.67% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $11,239 | $3,014+272.9% | $4,628+142.8% | $2,381+372.1% |
| Participant deferral / active EE | $7,395 | $5,240+41.1% | $6,426+15.1% | $3,470+113.1% |
| Admin fee / account holder | $52,113 | $5,519+844.2% | $9,284+461.3% | $4,887+966.3% |