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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 | $246,691 | $77,817+217.0% | $123,553+99.7% | $64,173+284.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.43% | 12.49%-16.9pp | 119.21%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $7,828 | $3,014+159.7% | $4,628+69.1% | $2,381+228.8% |
| Participant deferral / active EE | $10,033 | $5,240+91.5% | $6,426+56.1% | $3,470+189.2% |
| Admin fee / account holder | $3,949 | $5,519-28.5% | $9,284-57.5% | $4,887-19.2% |