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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 | $113,318 | $131,835-14.0% | $108,582+4.4% | $273,972-58.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $9,224 | $4,913+87.8% | $3,758+145.4% | $4,869+89.5% |
| Participant deferral / active EE | $8,209 | $5,127+60.1% | $4,311+90.4% | $5,287+55.3% |
| Admin fee / account holder | $1,504 | $10,253-85.3% | $7,645-80.3% | $10,133-85.2% |