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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 | $134,974 | $77,817+73.5% | $123,553+9.2% | $64,173+110.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.70% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,116 | $3,014-63.0% | $4,628-75.9% | $2,381-53.1% |
| Participant deferral / active EE | $10,688 | $5,240+104.0% | $6,426+66.3% | $3,470+208.1% |
| Admin fee / account holder | $7,688 | $5,519+39.3% | $9,284-17.2% | $4,887+57.3% |