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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 | $141,308 | $131,835+7.2% | $108,582+30.1% | $273,972-48.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.15% | -91.57%+97.7pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,003 | $4,913+62.9% | $3,758+112.9% | $4,869+64.4% |
| Participant deferral / active EE | $9,358 | $5,127+82.5% | $4,311+117.1% | $5,287+77.0% |
| Admin fee / account holder | $2,839 | $10,253-72.3% | $7,645-62.9% | $10,133-72.0% |