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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 | $236,136 | $77,817+203.5% | $123,553+91.1% | $64,173+268.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.53% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,944 | $3,014+130.4% | $4,628+50.0% | $2,381+191.7% |
| Participant deferral / active EE | $5,386 | $5,240+2.8% | $6,426-16.2% | $3,470+55.2% |
| Admin fee / account holder | $5,112 | $5,519-7.4% | $9,284-44.9% | $4,887+4.6% |