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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 | $176,354 | $77,817+126.6% | $123,553+42.7% | $64,173+174.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.81% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,053 | $3,014+134.0% | $4,628+52.4% | $2,381+196.2% |
| Participant deferral / active EE | $10,123 | $5,240+93.2% | $6,426+57.5% | $3,470+191.7% |
| Admin fee / account holder | $1,366 | $5,519-75.2% | $9,284-85.3% | $4,887-72.1% |