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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 | $152,205 | $131,835+15.5% | $108,582+40.2% | $273,972-44.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.49% | -91.57%+101.1pp | -51.70%+61.2pp | 41.46%-32.0pp |
| Employer contribution / active EE | $3,039 | $4,913-38.2% | $3,758-19.2% | $4,869-37.6% |
| Participant deferral / active EE | $8,018 | $5,127+56.4% | $4,311+86.0% | $5,287+51.6% |
| Admin fee / account holder | $884 | $10,253-91.4% | $7,645-88.4% | $10,133-91.3% |