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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 | $197,507 | $131,835+49.8% | $108,582+81.9% | $273,972-27.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.52% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $5,488 | $4,913+11.7% | $3,758+46.0% | $4,869+12.7% |
| Participant deferral / active EE | $6,528 | $5,127+27.3% | $4,311+51.4% | $5,287+23.5% |
| Admin fee / account holder | $5,547 | $10,253-45.9% | $7,645-27.4% | $10,133-45.3% |