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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 | $160,835 | $71,878+123.8% | $86,698+85.5% | $68,486+134.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.26% | 3.53%-14.8pp | 35.95%-47.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $5,419 | $2,173+149.4% | $2,837+91.0% | $2,597+108.7% |
| Participant deferral / active EE | $7,725 | $3,779+104.4% | $4,656+65.9% | $4,028+91.8% |
| Admin fee / account holder | $4,196 | $6,113-31.4% | $7,493-44.0% | $5,404-22.3% |