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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 | $126,736 | $71,873+76.3% | $86,698+46.2% | $68,490+85.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.14% | 3.54%-18.7pp | 35.96%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $12,882 | $2,173+492.7% | $2,837+354.1% | $2,597+396.1% |
| Participant deferral / active EE | $7,334 | $3,779+94.1% | $4,656+57.5% | $4,028+82.1% |
| Admin fee / account holder | $1,117 | $6,110-81.7% | $7,492-85.1% | $5,403-79.3% |