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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 | $236,262 | $77,817+203.6% | $123,553+91.2% | $64,173+268.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.81% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,148 | $3,014+37.6% | $4,628-10.4% | $2,381+74.2% |
| Participant deferral / active EE | $10,902 | $5,240+108.0% | $6,426+69.7% | $3,470+214.2% |
| Admin fee / account holder | $4,980 | $5,519-9.8% | $9,284-46.4% | $4,887+1.9% |