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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 | $135,947 | $131,835+3.1% | $108,582+25.2% | $273,972-50.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,407 | $4,913-30.7% | $3,758-9.4% | $4,869-30.0% |
| Participant deferral / active EE | $9,778 | $5,127+90.7% | $4,311+126.8% | $5,287+84.9% |
| Admin fee / account holder | $42,098 | $10,253+310.6% | $7,645+450.6% | $10,133+315.5% |