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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 | $206,778 | $77,816+165.7% | $123,549+67.4% | $64,181+222.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.72% | 12.49%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,629 | $3,014-12.8% | $4,628-43.2% | $2,381+10.4% |
| Participant deferral / active EE | $6,038 | $5,240+15.2% | $6,426-6.0% | $3,470+74.0% |
| Admin fee / account holder | $9,453 | $5,519+71.3% | $9,284+1.8% | $4,887+93.4% |