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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 | $160,292 | $77,817+106.0% | $123,553+29.7% | $64,173+149.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.38% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $8,372 | $3,014+177.8% | $4,628+80.9% | $2,381+251.6% |
| Participant deferral / active EE | $5,766 | $5,240+10.0% | $6,426-10.3% | $3,470+66.2% |
| Admin fee / account holder | $5,576 | $5,519+1.0% | $9,284-39.9% | $4,887+14.1% |