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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 | $180,980 | $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 | 4.67% | -91.57%+96.2pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,458 | $4,913-29.6% | $3,758-8.0% | $4,869-29.0% |
| Participant deferral / active EE | $7,891 | $5,127+53.9% | $4,311+83.0% | $5,287+49.2% |
| Admin fee / account holder | $372 | $10,253-96.4% | $7,645-95.1% | $10,133-96.3% |