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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 | $231,808 | $131,835+75.8% | $108,582+113.5% | $273,972-15.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | -91.57%+98.8pp | -51.70%+59.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $27,981 | $4,913+469.6% | $3,758+644.5% | $4,869+474.7% |
| Participant deferral / active EE | $12,790 | $5,127+149.4% | $4,311+196.7% | $5,287+141.9% |
| Admin fee / account holder | $20,772 | $10,253+102.6% | $7,645+171.7% | $10,133+105.0% |