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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 | $64,585 | $77,817-17.0% | $123,553-47.7% | $64,173+0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.79% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,407 | $3,014+145.7% | $4,628+60.0% | $2,381+211.1% |
| Participant deferral / active EE | $11,620 | $5,240+121.8% | $6,426+80.8% | $3,470+234.9% |
| Admin fee / account holder | $5,825 | $5,519+5.5% | $9,284-37.3% | $4,887+19.2% |