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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 | $221,171 | $131,835+67.8% | $108,582+103.7% | $273,972-19.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.45% | -91.57%+100.0pp | -51.70%+60.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $6,728 | $4,913+36.9% | $3,758+79.0% | $4,869+38.2% |
| Participant deferral / active EE | $11,455 | $5,127+123.4% | $4,311+165.7% | $5,287+116.7% |
| Admin fee / account holder | $15,076 | $10,253+47.0% | $7,645+97.2% | $10,133+48.8% |