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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 | $159,830 | $77,817+105.4% | $123,553+29.4% | $64,173+149.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.82% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,634 | $3,014+86.9% | $4,628+21.7% | $2,381+136.6% |
| Participant deferral / active EE | $5,123 | $5,240-2.2% | $6,426-20.3% | $3,470+47.6% |
| Admin fee / account holder | $15,074 | $5,519+173.1% | $9,284+62.4% | $4,887+208.4% |