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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 | $110,365 | $77,816+41.8% | $123,552-10.7% | $64,173+72.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.43% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,242 | $3,014-58.8% | $4,628-73.2% | $2,381-47.8% |
| Participant deferral / active EE | $11,437 | $5,240+118.3% | $6,426+78.0% | $3,470+229.6% |
| Admin fee / account holder | $5,147 | $5,519-6.7% | $9,285-44.6% | $4,887+5.3% |