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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 | $181,033 | $131,835+37.3% | $108,582+66.7% | $273,972-33.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $9,044 | $4,913+84.1% | $3,758+140.6% | $4,869+85.8% |
| Participant deferral / active EE | $3,386 | $5,127-34.0% | $4,311-21.5% | $5,287-36.0% |
| Admin fee / account holder | $1,743 | $10,253-83.0% | $7,645-77.2% | $10,133-82.8% |