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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 | $238,771 | $77,817+206.8% | $123,553+93.3% | $64,173+272.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.93% | 12.49%-16.4pp | 119.21%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $10,571 | $3,014+250.7% | $4,628+128.4% | $2,381+344.0% |
| Participant deferral / active EE | $6,294 | $5,240+20.1% | $6,426-2.0% | $3,470+81.4% |
| Admin fee / account holder | $3,739 | $5,519-32.3% | $9,284-59.7% | $4,887-23.5% |