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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 | $146,376 | $77,817+88.1% | $123,553+18.5% | $64,173+128.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.99% | 12.49%-18.5pp | 119.21%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,063 | $3,014+134.3% | $4,628+52.6% | $2,381+196.6% |
| Participant deferral / active EE | $7,153 | $5,240+36.5% | $6,426+11.3% | $3,470+106.2% |
| Admin fee / account holder | $7,372 | $5,519+33.6% | $9,284-20.6% | $4,887+50.8% |