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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 | $166,744 | $77,816+114.3% | $123,552+35.0% | $64,173+159.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.81% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,683 | $3,014+121.7% | $4,628+44.4% | $2,381+180.7% |
| Participant deferral / active EE | $11,894 | $5,240+127.0% | $6,426+85.1% | $3,470+242.8% |
| Admin fee / account holder | $9,506 | $5,519+72.2% | $9,285+2.4% | $4,887+94.5% |