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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 | $230,432 | $77,817+196.1% | $123,553+86.5% | $64,173+259.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.26% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $9,861 | $3,014+227.2% | $4,628+113.1% | $2,381+314.2% |
| Participant deferral / active EE | $8,070 | $5,240+54.0% | $6,426+25.6% | $3,470+132.6% |
| Admin fee / account holder | $1,647 | $5,519-70.2% | $9,284-82.3% | $4,887-66.3% |