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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 | $98,752 | $131,835-25.1% | $108,582-9.1% | $273,972-64.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.30% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,772 | $4,913-23.2% | $3,758+0.4% | $4,869-22.5% |
| Participant deferral / active EE | $9,744 | $5,127+90.0% | $4,311+126.0% | $5,287+84.3% |
| Admin fee / account holder | $11,893 | $10,253+16.0% | $7,645+55.6% | $10,133+17.4% |