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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 | $190,357 | $77,817+144.6% | $123,553+54.1% | $64,173+196.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.49% | 12.49%-15.0pp | 119.21%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $10,228 | $3,014+239.3% | $4,628+121.0% | $2,381+329.6% |
| Participant deferral / active EE | $7,559 | $5,240+44.3% | $6,426+17.6% | $3,470+117.9% |
| Admin fee / account holder | $7,348 | $5,519+33.1% | $9,284-20.9% | $4,887+50.4% |