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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 | $114,540 | $131,835-13.1% | $108,582+5.5% | $273,972-58.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.27% | -91.57%+100.8pp | -51.70%+61.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,063 | $4,913-58.0% | $3,758-45.1% | $4,869-57.6% |
| Participant deferral / active EE | $9,241 | $5,127+80.2% | $4,311+114.4% | $5,287+74.8% |
| Admin fee / account holder | $894 | $10,253-91.3% | $7,645-88.3% | $10,133-91.2% |