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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 | $122,012 | $131,835-7.5% | $108,582+12.4% | $273,972-55.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.39% | -91.57%+95.0pp | -51.70%+55.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $6,912 | $4,913+40.7% | $3,758+83.9% | $4,869+42.0% |
| Participant deferral / active EE | $1,819 | $5,127-64.5% | $4,311-57.8% | $5,287-65.6% |
| Admin fee / account holder | $22,865 | $10,253+123.0% | $7,645+199.1% | $10,133+125.7% |