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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 | $132,704 | $77,817+70.5% | $123,553+7.4% | $64,173+106.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.33% | 12.49%-18.8pp | 119.21%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $9,464 | $3,014+214.0% | $4,628+104.5% | $2,381+297.5% |
| Participant deferral / active EE | $9,093 | $5,240+73.5% | $6,426+41.5% | $3,470+162.1% |
| Admin fee / account holder | $7,681 | $5,519+39.2% | $9,284-17.3% | $4,887+57.2% |