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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 | $174,550 | $77,817+124.3% | $123,553+41.3% | $64,173+172.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.46% | 12.49%-18.9pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,272 | $3,014+174.4% | $4,628+78.7% | $2,381+247.4% |
| Participant deferral / active EE | $8,550 | $5,240+63.2% | $6,426+33.1% | $3,470+146.4% |
| Admin fee / account holder | $7,245 | $5,519+31.3% | $9,284-22.0% | $4,887+48.2% |