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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 | $220,801 | $77,817+183.7% | $123,553+78.7% | $64,173+244.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.88% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,022 | $3,014+166.2% | $4,628+73.3% | $2,381+237.0% |
| Participant deferral / active EE | $11,878 | $5,240+126.7% | $6,426+84.8% | $3,470+242.3% |
| Admin fee / account holder | $3,682 | $5,519-33.3% | $9,284-60.3% | $4,887-24.7% |