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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 | $214,661 | $77,817+175.9% | $123,553+73.7% | $64,173+234.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.47% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $9,268 | $3,014+207.5% | $4,628+100.3% | $2,381+289.3% |
| Participant deferral / active EE | $10,732 | $5,240+104.8% | $6,426+67.0% | $3,470+209.3% |
| Admin fee / account holder | $9,945 | $5,519+80.2% | $9,284+7.1% | $4,887+103.5% |