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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 | $247,036 | $77,817+217.5% | $123,553+99.9% | $64,173+285.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.28% | 12.49%-16.8pp | 119.21%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $8,790 | $3,014+191.6% | $4,628+89.9% | $2,381+269.2% |
| Participant deferral / active EE | $8,792 | $5,240+67.8% | $6,426+36.8% | $3,470+153.4% |
| Admin fee / account holder | $48,715 | $5,519+782.7% | $9,284+424.7% | $4,887+896.7% |