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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 | $156,421 | $131,835+18.6% | $108,582+44.1% | $273,972-42.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.88% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $11,240 | $4,913+128.8% | $3,758+199.1% | $4,869+130.9% |
| Participant deferral / active EE | $13,930 | $5,127+171.7% | $4,311+223.1% | $5,287+163.5% |
| Admin fee / account holder | $1,163 | $10,253-88.7% | $7,645-84.8% | $10,133-88.5% |