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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 | $142,664 | $131,835+8.2% | $108,582+31.4% | $273,972-47.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.43% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,403 | $4,913-30.7% | $3,758-9.4% | $4,869-30.1% |
| Participant deferral / active EE | $6,734 | $5,127+31.3% | $4,311+56.2% | $5,287+27.4% |
| Admin fee / account holder | $1,979 | $10,253-80.7% | $7,645-74.1% | $10,133-80.5% |