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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 | $116,974 | $131,835-11.3% | $108,582+7.7% | $273,972-57.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.97% | -91.57%+101.5pp | -51.70%+61.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $11,093 | $4,913+125.8% | $3,758+195.2% | $4,869+127.8% |
| Participant deferral / active EE | $5,421 | $5,127+5.7% | $4,311+25.8% | $5,287+2.5% |
| Admin fee / account holder | $483 | $10,253-95.3% | $7,645-93.7% | $10,133-95.2% |