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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 | $121,744 | $131,835-7.7% | $108,582+12.1% | $273,972-55.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $7,178 | $4,913+46.1% | $3,758+91.0% | $4,869+47.4% |
| Participant deferral / active EE | $4,036 | $5,127-21.3% | $4,311-6.4% | $5,287-23.7% |
| Admin fee / account holder | $727 | $10,253-92.9% | $7,645-90.5% | $10,133-92.8% |