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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 | $78,980 | $91,911-14.1% | $68,612+15.1% | $135,379-41.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 6.16% | -8.22%+14.4pp | -4.63%+10.8pp | 519.79%-513.6pp |
| Employer contribution / active EE | $8,870 | $3,924+126.1% | $2,625+237.9% | $4,779+85.6% |
| Participant deferral / active EE | $5,512 | $4,315+27.7% | $3,311+66.5% | $5,609-1.7% |
| Admin fee / account holder | $1,461 | $9,240-84.2% | $5,131-71.5% | $10,828-86.5% |