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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 | $169,031 | $77,816+117.2% | $123,552+36.8% | $64,173+163.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.30% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,604 | $3,014-46.8% | $4,628-65.3% | $2,381-32.6% |
| Participant deferral / active EE | $7,532 | $5,240+43.7% | $6,426+17.2% | $3,470+117.1% |
| Admin fee / account holder | $13,003 | $5,519+135.6% | $9,285+40.1% | $4,887+166.1% |