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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 | $171,009 | $131,835+29.7% | $108,582+57.5% | $273,972-37.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.74% | -91.57%+95.3pp | -51.70%+55.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,766 | $4,913+37.7% | $3,758+80.0% | $4,869+39.0% |
| Participant deferral / active EE | $2,661 | $5,127-48.1% | $4,311-38.3% | $5,287-49.7% |
| Admin fee / account holder | $7,082 | $10,253-30.9% | $7,645-7.4% | $10,133-30.1% |