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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 | $215,304 | $131,835+63.3% | $108,582+98.3% | $273,972-21.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.37% | -91.57%+95.9pp | -51.70%+56.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,925 | $4,913-40.5% | $3,758-22.2% | $4,869-39.9% |
| Participant deferral / active EE | $5,621 | $5,127+9.6% | $4,311+30.4% | $5,287+6.3% |
| Admin fee / account holder | $1,589 | $10,253-84.5% | $7,645-79.2% | $10,133-84.3% |