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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 | $162,892 | $131,835+23.6% | $108,582+50.0% | $273,972-40.5% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 7.57% | -91.57%+99.1pp | -51.70%+59.3pp | 41.46%-33.9pp |
| Employer contribution / active EE | $7,500 | $4,913+52.7% | $3,758+99.6% | $4,869+54.0% |
| Participant deferral / active EE | $4,153 | $5,127-19.0% | $4,311-3.7% | $5,287-21.5% |
| Admin fee / account holder | $385 | $10,253-96.2% | $7,645-95.0% | $10,133-96.2% |