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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 | $120,764 | $131,835-8.4% | $108,582+11.2% | $273,972-55.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.66% | -91.57%+105.2pp | -51.70%+65.4pp | 41.46%-27.8pp |
| Employer contribution / active EE | $2,931 | $4,913-40.3% | $3,758-22.0% | $4,869-39.8% |
| Participant deferral / active EE | $6,363 | $5,127+24.1% | $4,311+47.6% | $5,287+20.3% |
| Admin fee / account holder | $987 | $10,253-90.4% | $7,645-87.1% | $10,133-90.3% |