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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 | $233,354 | $131,835+77.0% | $108,582+114.9% | $273,972-14.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.93% | -91.57%+96.5pp | -51.70%+56.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $9,049 | $4,913+84.2% | $3,758+140.8% | $4,869+85.9% |
| Participant deferral / active EE | $7,732 | $5,127+50.8% | $4,311+79.4% | $5,287+46.2% |
| Admin fee / account holder | $5,508 | $10,253-46.3% | $7,645-28.0% | $10,133-45.6% |