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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 | $142,523 | $131,835+8.1% | $108,582+31.3% | $273,972-48.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | -91.57%+95.5pp | -51.70%+55.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $4,050 | $4,913-17.6% | $3,758+7.8% | $4,869-16.8% |
| Participant deferral / active EE | $9,134 | $5,127+78.1% | $4,311+111.9% | $5,287+72.8% |
| Admin fee / account holder | $6,825 | $10,253-33.4% | $7,645-10.7% | $10,133-32.6% |