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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 | $122,552 | $77,816+57.5% | $123,552-0.8% | $64,173+91.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.81% | 12.49%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $5,606 | $3,014+86.0% | $4,628+21.1% | $2,381+135.5% |
| Participant deferral / active EE | $11,665 | $5,240+122.6% | $6,426+81.5% | $3,470+236.2% |
| Admin fee / account holder | $12,124 | $5,519+119.7% | $9,285+30.6% | $4,887+148.1% |