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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 | $234,479 | $131,835+77.9% | $108,582+115.9% | $273,972-14.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | -91.57%+96.4pp | -51.70%+56.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $5,551 | $4,913+13.0% | $3,758+47.7% | $4,869+14.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $901 | $10,253-91.2% | $7,645-88.2% | $10,133-91.1% |