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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 | $157,228 | $131,835+19.3% | $108,582+44.8% | $273,972-42.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $9,711 | $4,913+97.7% | $3,758+158.4% | $4,869+99.5% |
| Participant deferral / active EE | $8,605 | $5,127+67.8% | $4,311+99.6% | $5,287+62.7% |
| Admin fee / account holder | $1,717 | $10,253-83.3% | $7,645-77.5% | $10,133-83.1% |