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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 | $164,407 | $131,835+24.7% | $108,582+51.4% | $273,972-40.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.81% | -91.57%+104.4pp | -51.70%+64.5pp | 41.46%-28.6pp |
| Employer contribution / active EE | $3,300 | $4,913-32.8% | $3,758-12.2% | $4,869-32.2% |
| Participant deferral / active EE | $7,907 | $5,127+54.2% | $4,311+83.4% | $5,287+49.5% |
| Admin fee / account holder | $598 | $10,253-94.2% | $7,645-92.2% | $10,133-94.1% |