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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 | $97,692 | $77,817+25.5% | $123,553-20.9% | $64,173+52.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.24% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,634 | $3,014+20.6% | $4,628-21.5% | $2,381+52.6% |
| Participant deferral / active EE | $6,711 | $5,240+28.1% | $6,426+4.4% | $3,470+93.4% |
| Admin fee / account holder | $1,515 | $5,519-72.5% | $9,284-83.7% | $4,887-69.0% |