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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 | $134,828 | $77,817+73.3% | $123,553+9.1% | $64,173+110.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.65% | 12.49%-20.1pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,594 | $3,014+118.8% | $4,628+42.5% | $2,381+177.0% |
| Participant deferral / active EE | $6,991 | $5,240+33.4% | $6,426+8.8% | $3,470+101.5% |
| Admin fee / account holder | $1,373 | $5,519-75.1% | $9,284-85.2% | $4,887-71.9% |