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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 | $244,191 | $131,835+85.2% | $108,582+124.9% | $273,972-10.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.97% | -91.57%+98.5pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,063 | $4,913-37.6% | $3,758-18.5% | $4,869-37.1% |
| Participant deferral / active EE | $11,624 | $5,127+126.7% | $4,311+169.6% | $5,287+119.8% |
| Admin fee / account holder | $2,886 | $10,253-71.9% | $7,645-62.3% | $10,133-71.5% |