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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 | $143,270 | $77,816+84.1% | $123,552+16.0% | $64,173+123.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.08% | 12.49%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,139 | $3,014+70.5% | $4,628+11.0% | $2,381+115.8% |
| Participant deferral / active EE | $9,967 | $5,240+90.2% | $6,426+55.1% | $3,470+187.3% |
| Admin fee / account holder | $19,357 | $5,519+250.7% | $9,285+108.5% | $4,887+296.1% |