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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 | $181,446 | $131,835+37.6% | $108,582+67.1% | $273,972-33.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.58% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $14,678 | $4,913+198.8% | $3,758+290.5% | $4,869+201.5% |
| Participant deferral / active EE | $8,208 | $5,127+60.1% | $4,311+90.4% | $5,287+55.2% |
| Admin fee / account holder | $5,257 | $10,253-48.7% | $7,645-31.2% | $10,133-48.1% |