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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 | $117,017 | $77,817+50.4% | $123,553-5.3% | $64,173+82.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.60% | 12.49%-19.1pp | 119.21%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,240 | $3,014+7.5% | $4,628-30.0% | $2,381+36.1% |
| Participant deferral / active EE | $11,355 | $5,240+116.7% | $6,426+76.7% | $3,470+227.3% |
| Admin fee / account holder | $12,275 | $5,519+122.4% | $9,284+32.2% | $4,887+151.1% |