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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 | $221,408 | $131,835+67.9% | $108,582+103.9% | $273,972-19.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.93% | -91.57%+94.5pp | -51.70%+54.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $4,165 | $4,913-15.2% | $3,758+10.8% | $4,869-14.4% |
| Participant deferral / active EE | $6,654 | $5,127+29.8% | $4,311+54.4% | $5,287+25.9% |
| Admin fee / account holder | $7,995 | $10,253-22.0% | $7,645+4.6% | $10,133-21.1% |