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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 | $142,002 | $131,835+7.7% | $108,582+30.8% | $273,972-48.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,143 | $4,913+45.4% | $3,758+90.1% | $4,869+46.7% |
| Participant deferral / active EE | $8,536 | $5,127+66.5% | $4,311+98.0% | $5,287+61.4% |
| Admin fee / account holder | $15,297 | $10,253+49.2% | $7,645+100.1% | $10,133+51.0% |