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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 | $133,185 | $77,817+71.2% | $123,553+7.8% | $64,173+107.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.02% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,610 | $3,014+19.8% | $4,628-22.0% | $2,381+51.6% |
| Participant deferral / active EE | $9,322 | $5,240+77.9% | $6,426+45.1% | $3,470+168.7% |
| Admin fee / account holder | $4,690 | $5,519-15.0% | $9,284-49.5% | $4,887-4.0% |