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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 | $210,977 | $77,817+171.1% | $123,553+70.8% | $64,173+228.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.61% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,266 | $3,014+141.1% | $4,628+57.0% | $2,381+205.2% |
| Participant deferral / active EE | $3,637 | $5,240-30.6% | $6,426-43.4% | $3,470+4.8% |
| Admin fee / account holder | $7,536 | $5,519+36.5% | $9,284-18.8% | $4,887+54.2% |