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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 | $86,043 | $77,816+10.6% | $123,549-30.4% | $64,181+34.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.89% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $10,328 | $3,014+242.7% | $4,628+123.2% | $2,381+333.8% |
| Participant deferral / active EE | $4,526 | $5,240-13.6% | $6,426-29.6% | $3,470+30.4% |
| Admin fee / account holder | $17,004 | $5,519+208.1% | $9,284+83.1% | $4,887+247.9% |