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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 | $126,636 | $77,817+62.7% | $123,553+2.5% | $64,173+97.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.19% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $9,563 | $3,014+217.3% | $4,628+106.6% | $2,381+301.7% |
| Participant deferral / active EE | $9,532 | $5,240+81.9% | $6,426+48.3% | $3,470+174.7% |
| Admin fee / account holder | $617 | $5,519-88.8% | $9,284-93.4% | $4,887-87.4% |