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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 | $150,386 | $77,817+93.3% | $123,553+21.7% | $64,173+134.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.10% | 12.49%-17.6pp | 119.21%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $10,837 | $3,014+259.5% | $4,628+134.2% | $2,381+355.2% |
| Participant deferral / active EE | $11,844 | $5,240+126.0% | $6,426+84.3% | $3,470+241.4% |
| Admin fee / account holder | $20,684 | $5,519+274.8% | $9,284+122.8% | $4,887+323.2% |