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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 | $186,045 | $77,816+139.1% | $123,552+50.6% | $64,173+189.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.72% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $14,917 | $3,014+394.9% | $4,628+222.3% | $2,381+526.5% |
| Participant deferral / active EE | $4,309 | $5,240-17.8% | $6,426-32.9% | $3,470+24.2% |
| Admin fee / account holder | $5,136 | $5,519-6.9% | $9,285-44.7% | $4,887+5.1% |