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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 | $168,120 | $131,835+27.5% | $108,582+54.8% | $273,972-38.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.34% | -91.57%+101.9pp | -51.70%+62.0pp | 41.46%-31.1pp |
| Employer contribution / active EE | $14,060 | $4,913+186.2% | $3,758+274.1% | $4,869+188.8% |
| Participant deferral / active EE | $7,692 | $5,127+50.0% | $4,311+78.4% | $5,287+45.5% |
| Admin fee / account holder | $2,005 | $10,253-80.4% | $7,645-73.8% | $10,133-80.2% |