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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 | $141,440 | $131,835+7.3% | $108,582+30.3% | $273,972-48.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | -91.57%+99.2pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,173 | $4,913-15.1% | $3,758+11.0% | $4,869-14.3% |
| Participant deferral / active EE | $2,611 | $5,127-49.1% | $4,311-39.4% | $5,287-50.6% |
| Admin fee / account holder | $2,175 | $10,253-78.8% | $7,645-71.6% | $10,133-78.5% |