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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 | $89,557 | $77,817+15.1% | $123,553-27.5% | $64,173+39.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.72% | 12.49%-19.2pp | 119.21%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $10,031 | $3,014+232.8% | $4,628+116.7% | $2,381+321.3% |
| Participant deferral / active EE | $5,344 | $5,240+2.0% | $6,426-16.8% | $3,470+54.0% |
| Admin fee / account holder | $1,891 | $5,519-65.7% | $9,284-79.6% | $4,887-61.3% |