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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 | $128,144 | $131,835-2.8% | $108,582+18.0% | $273,972-53.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.19% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $10,039 | $4,913+104.4% | $3,758+167.1% | $4,869+106.2% |
| Participant deferral / active EE | $8,433 | $5,127+64.5% | $4,311+95.6% | $5,287+59.5% |
| Admin fee / account holder | $653 | $10,253-93.6% | $7,645-91.5% | $10,133-93.6% |