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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 | $123,305 | $77,816+58.5% | $123,549-0.2% | $64,181+92.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.33% | 12.49%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,926 | $3,014+63.5% | $4,628+6.5% | $2,381+106.9% |
| Participant deferral / active EE | $10,363 | $5,240+97.8% | $6,426+61.3% | $3,470+198.7% |
| Admin fee / account holder | $9,996 | $5,519+81.1% | $9,284+7.7% | $4,887+104.5% |