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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 | $122,968 | $77,816+58.0% | $123,552-0.5% | $64,173+91.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.01% | 12.49%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $9,175 | $3,014+204.4% | $4,628+98.3% | $2,381+285.4% |
| Participant deferral / active EE | $14,073 | $5,240+168.6% | $6,426+119.0% | $3,470+305.6% |
| Admin fee / account holder | $6,460 | $5,519+17.1% | $9,285-30.4% | $4,887+32.2% |