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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 | $179,252 | $131,835+36.0% | $108,582+65.1% | $273,972-34.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.05% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,503 | $4,913-8.3% | $3,758+19.8% | $4,869-7.5% |
| Participant deferral / active EE | $10,382 | $5,127+102.5% | $4,311+140.8% | $5,287+96.4% |
| Admin fee / account holder | $34,925 | $10,253+240.6% | $7,645+356.8% | $10,133+244.7% |