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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 | $161,936 | $77,817+108.1% | $123,553+31.1% | $64,173+152.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.68% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,106 | $3,014+135.8% | $4,628+53.5% | $2,381+198.5% |
| Participant deferral / active EE | $10,650 | $5,240+103.3% | $6,426+65.7% | $3,470+207.0% |
| Admin fee / account holder | $23,295 | $5,519+322.1% | $9,284+150.9% | $4,887+376.6% |