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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 | $161,307 | $131,835+22.4% | $108,582+48.6% | $273,972-41.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.80% | -91.57%+95.4pp | -51.70%+55.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $7,955 | $4,913+61.9% | $3,758+111.7% | $4,869+63.4% |
| Participant deferral / active EE | $6,080 | $5,127+18.6% | $4,311+41.0% | $5,287+15.0% |
| Admin fee / account holder | $3,456 | $10,253-66.3% | $7,645-54.8% | $10,133-65.9% |