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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 | $165,985 | $77,817+113.3% | $123,553+34.3% | $64,173+158.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.60% | 12.49%-17.1pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $10,784 | $3,014+257.8% | $4,628+133.0% | $2,381+352.9% |
| Participant deferral / active EE | $9,631 | $5,240+83.8% | $6,426+49.9% | $3,470+177.6% |
| Admin fee / account holder | $9,372 | $5,519+69.8% | $9,284+0.9% | $4,887+91.8% |