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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 | $134,445 | $131,835+2.0% | $108,582+23.8% | $273,972-50.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.16% | -91.57%+100.7pp | -51.70%+60.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $9,995 | $4,913+103.4% | $3,758+165.9% | $4,869+105.3% |
| Participant deferral / active EE | $3,360 | $5,127-34.5% | $4,311-22.1% | $5,287-36.5% |
| Admin fee / account holder | $1,622 | $10,253-84.2% | $7,645-78.8% | $10,133-84.0% |