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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 | $95,101 | $77,817+22.2% | $123,553-23.0% | $64,173+48.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.42% | 12.49%-18.9pp | 119.21%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,275 | $3,014+174.6% | $4,628+78.8% | $2,381+247.6% |
| Participant deferral / active EE | $2,966 | $5,240-43.4% | $6,426-53.8% | $3,470-14.5% |
| Admin fee / account holder | $594 | $5,519-89.2% | $9,284-93.6% | $4,887-87.8% |