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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 | $83,158 | $77,816+6.9% | $123,552-32.7% | $64,173+29.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.37% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $6,495 | $3,014+115.5% | $4,628+40.3% | $2,381+172.8% |
| Participant deferral / active EE | $8,166 | $5,240+55.8% | $6,426+27.1% | $3,470+135.4% |
| Admin fee / account holder | $1,614 | $5,519-70.8% | $9,285-82.6% | $4,887-67.0% |