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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 | $147,720 | $131,835+12.0% | $108,582+36.0% | $273,972-46.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.38% | -91.57%+99.9pp | -51.70%+60.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $8,462 | $4,913+72.2% | $3,758+125.1% | $4,869+73.8% |
| Participant deferral / active EE | $5,577 | $5,127+8.8% | $4,311+29.4% | $5,287+5.5% |
| Admin fee / account holder | $1,565 | $10,253-84.7% | $7,645-79.5% | $10,133-84.6% |