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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 | $137,735 | $71,480+92.7% | $90,782+51.7% | $64,173+114.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -4.78% | -4.25%-0.5pp | -3.42%-1.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $8,159 | $3,415+139.0% | $4,105+98.8% | $2,381+242.7% |
| Participant deferral / active EE | $8,336 | $4,302+93.8% | $5,366+55.4% | $3,470+140.3% |
| Admin fee / account holder | $13,109 | $6,309+107.8% | $5,908+121.9% | $4,887+168.2% |