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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 | $114,480 | $77,817+47.1% | $123,553-7.3% | $64,173+78.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.87% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $10,248 | $3,014+240.0% | $4,628+121.4% | $2,381+330.5% |
| Participant deferral / active EE | $4,390 | $5,240-16.2% | $6,426-31.7% | $3,470+26.5% |
| Admin fee / account holder | $16,510 | $5,519+199.1% | $9,284+77.8% | $4,887+237.8% |