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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 | $113,634 | $77,817+46.0% | $123,553-8.0% | $64,173+77.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.14% | 12.49%-19.6pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $11,792 | $3,014+291.2% | $4,628+154.8% | $2,381+395.3% |
| Participant deferral / active EE | $14,439 | $5,240+175.5% | $6,426+124.7% | $3,470+316.1% |
| Admin fee / account holder | $8,416 | $5,519+52.5% | $9,284-9.4% | $4,887+72.2% |