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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 | $103,858 | $77,817+33.5% | $123,553-15.9% | $64,173+61.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.43% | 12.49%-14.9pp | 119.21%-121.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,707 | $3,014+56.2% | $4,628+1.7% | $2,381+97.7% |
| Participant deferral / active EE | $3,728 | $5,240-28.9% | $6,426-42.0% | $3,470+7.4% |
| Admin fee / account holder | $3,825 | $5,519-30.7% | $9,284-58.8% | $4,887-21.7% |