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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 | $107,311 | $77,817+37.9% | $123,553-13.1% | $64,173+67.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.99% | 12.49%-13.5pp | 119.21%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $8,818 | $3,014+192.6% | $4,628+90.5% | $2,381+270.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,754 | $5,519-50.1% | $9,284-70.3% | $4,887-43.7% |