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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 | $142,734 | $77,816+83.4% | $123,552+15.5% | $64,173+122.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.39% | 12.49%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $10,232 | $3,014+239.5% | $4,628+121.1% | $2,381+329.8% |
| Participant deferral / active EE | $9,256 | $5,240+76.6% | $6,426+44.0% | $3,470+166.8% |
| Admin fee / account holder | $2,501 | $5,519-54.7% | $9,285-73.1% | $4,887-48.8% |