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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 | $157,162 | $131,835+19.2% | $108,582+44.7% | $273,972-42.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.22% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,686 | $4,913+36.1% | $3,758+77.9% | $4,869+37.3% |
| Participant deferral / active EE | $4,307 | $5,127-16.0% | $4,311-0.1% | $5,287-18.5% |
| Admin fee / account holder | $49,287 | $10,253+380.7% | $7,645+544.7% | $10,133+386.4% |