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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 | $232,154 | $77,817+198.3% | $123,553+87.9% | $64,173+261.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.94% | 12.49%-17.4pp | 119.21%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $11,290 | $3,014+274.6% | $4,628+143.9% | $2,381+374.2% |
| Participant deferral / active EE | $11,815 | $5,240+125.5% | $6,426+83.9% | $3,470+240.5% |
| Admin fee / account holder | $7,449 | $5,519+35.0% | $9,284-19.8% | $4,887+52.4% |