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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 | $131,197 | $77,817+68.6% | $123,553+6.2% | $64,173+104.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.06% | 12.49%-18.5pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $10,526 | $3,014+249.2% | $4,628+127.4% | $2,381+342.1% |
| Participant deferral / active EE | $7,019 | $5,240+33.9% | $6,426+9.2% | $3,470+102.3% |
| Admin fee / account holder | $10,351 | $5,519+87.6% | $9,284+11.5% | $4,887+111.8% |