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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 | $162,076 | $131,835+22.9% | $108,582+49.3% | $273,972-40.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.35% | -91.57%+100.9pp | -51.70%+61.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $6,455 | $4,913+31.4% | $3,758+71.8% | $4,869+32.6% |
| Participant deferral / active EE | $9,649 | $5,127+88.2% | $4,311+123.8% | $5,287+82.5% |
| Admin fee / account holder | $1,341 | $10,253-86.9% | $7,645-82.5% | $10,133-86.8% |