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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 | $177,581 | $131,835+34.7% | $108,582+63.5% | $273,972-35.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.24% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $4,966 | $4,913+1.1% | $3,758+32.1% | $4,869+2.0% |
| Participant deferral / active EE | $5,370 | $5,127+4.7% | $4,311+24.6% | $5,287+1.6% |
| Admin fee / account holder | $525 | $10,253-94.9% | $7,645-93.1% | $10,133-94.8% |