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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 | $223,165 | $131,835+69.3% | $108,582+105.5% | $273,972-18.5% |
| 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 | $4,377 | $4,913-10.9% | $3,758+16.5% | $4,869-10.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,513 | $10,253-46.2% | $7,645-27.9% | $10,133-45.6% |