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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 | $79,573 | $77,817+2.3% | $123,553-35.6% | $64,173+24.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.68% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,954 | $3,014+64.4% | $4,628+7.0% | $2,381+108.1% |
| Participant deferral / active EE | $8,152 | $5,240+55.6% | $6,426+26.9% | $3,470+135.0% |
| Admin fee / account holder | $1,044 | $5,519-81.1% | $9,284-88.8% | $4,887-78.6% |