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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 | $131,862 | $131,8350% | $108,582+21.4% | $273,972-51.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.71% | -91.57%+98.3pp | -51.70%+58.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $6,953 | $4,913+41.5% | $3,758+85.0% | $4,869+42.8% |
| Participant deferral / active EE | $8,844 | $5,127+72.5% | $4,311+105.1% | $5,287+67.3% |
| Admin fee / account holder | $410 | $10,253-96.0% | $7,645-94.6% | $10,133-95.9% |