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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 | $119,174 | $94,529+26.1% | $140,019-14.9% | $64,173+85.7% |
| Participation rate | 91.5% | 84.1%+7.4pp | 87.5%+4.0pp | 69.6%+21.9pp |
| Annual return | -5.67% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $7,820 | $3,812+105.1% | $5,605+39.5% | $2,381+228.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,505 | $6,741-3.5% | $10,705-39.2% | $4,887+33.1% |