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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 | $227,591 | $131,835+72.6% | $108,582+109.6% | $273,972-16.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.37% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,655 | $4,913-46.0% | $3,758-29.4% | $4,869-45.5% |
| Participant deferral / active EE | $6,769 | $5,127+32.0% | $4,311+57.0% | $5,287+28.0% |
| Admin fee / account holder | $27,400 | $10,253+167.3% | $7,645+258.4% | $10,133+170.4% |