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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 | $124,493 | $77,817+60.0% | $123,553+0.8% | $64,173+94.0% |
| 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 | $7,303 | $3,014+142.3% | $4,628+57.8% | $2,381+206.7% |
| Participant deferral / active EE | $11,586 | $5,240+121.1% | $6,426+80.3% | $3,470+233.9% |
| Admin fee / account holder | $3,183 | $5,519-42.3% | $9,284-65.7% | $4,887-34.9% |