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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 | $127,289 | $77,817+63.6% | $123,553+3.0% | $64,173+98.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.30% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,305 | $3,014+9.7% | $4,628-28.6% | $2,381+38.8% |
| Participant deferral / active EE | $7,500 | $5,240+43.1% | $6,426+16.7% | $3,470+116.2% |
| Admin fee / account holder | $930 | $5,519-83.1% | $9,284-90.0% | $4,887-81.0% |