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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 | $158,275 | $77,817+103.4% | $123,553+28.1% | $64,173+146.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.71% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,070 | $3,014+68.2% | $4,628+9.5% | $2,381+112.9% |
| Participant deferral / active EE | $7,930 | $5,240+51.3% | $6,426+23.4% | $3,470+128.6% |
| Admin fee / account holder | $511 | $5,519-90.7% | $9,284-94.5% | $4,887-89.5% |