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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 | $177,467 | $131,835+34.6% | $108,582+63.4% | $273,972-35.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | -91.57%+97.7pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,750 | $4,913+57.8% | $3,758+106.2% | $4,869+59.2% |
| Participant deferral / active EE | $8,817 | $5,127+72.0% | $4,311+104.5% | $5,287+66.8% |
| Admin fee / account holder | $9,991 | $10,253-2.5% | $7,645+30.7% | $10,133-1.4% |