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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 | $128,311 | $58,600+119.0% | $83,327+54.0% | $64,173+99.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.38% | 9.66%-17.0pp | 10.64%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $8,063 | $2,098+284.2% | $3,379+138.6% | $2,381+238.7% |
| Participant deferral / active EE | $10,083 | $4,656+116.6% | $5,565+81.2% | $3,470+190.6% |
| Admin fee / account holder | $4,448 | $9,282-52.1% | $7,540-41.0% | $4,887-9.0% |