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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 | $64,896 | $77,816-16.6% | $123,549-47.5% | $64,181+1.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.44% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,562 | $3,014+84.5% | $4,628+20.2% | $2,381+133.6% |
| Participant deferral / active EE | $7,085 | $5,240+35.2% | $6,426+10.3% | $3,470+104.2% |
| Admin fee / account holder | $4,927 | $5,519-10.7% | $9,284-46.9% | $4,887+0.8% |