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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 | $201,221 | $131,835+52.6% | $108,582+85.3% | $273,972-26.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.46% | -91.57%+94.0pp | -51.70%+54.2pp | 41.46%-39.0pp |
| Employer contribution / active EE | $4,896 | $4,913-0.3% | $3,758+30.3% | $4,869+0.6% |
| Participant deferral / active EE | $3,514 | $5,127-31.5% | $4,311-18.5% | $5,287-33.5% |
| Admin fee / account holder | $5,006 | $10,253-51.2% | $7,645-34.5% | $10,133-50.6% |