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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 | $190,990 | $77,817+145.4% | $123,553+54.6% | $64,173+197.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.22% | 12.49%-18.7pp | 119.21%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,244 | $3,014+140.3% | $4,628+56.5% | $2,381+204.2% |
| Participant deferral / active EE | $7,777 | $5,240+48.4% | $6,426+21.0% | $3,470+124.1% |
| Admin fee / account holder | $3,705 | $5,519-32.9% | $9,284-60.1% | $4,887-24.2% |