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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 | $232,207 | $131,835+76.1% | $108,582+113.9% | $273,972-15.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,514 | $4,913-69.2% | $3,758-59.7% | $4,869-68.9% |
| Participant deferral / active EE | $3,445 | $5,127-32.8% | $4,311-20.1% | $5,287-34.8% |
| Admin fee / account holder | $13,291 | $10,253+29.6% | $7,645+73.8% | $10,133+31.2% |