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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 | $216,870 | $131,835+64.5% | $108,582+99.7% | $273,972-20.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.85% | -91.57%+105.4pp | -51.70%+65.5pp | 41.46%-27.6pp |
| Employer contribution / active EE | $13,746 | $4,913+179.8% | $3,758+265.8% | $4,869+182.3% |
| Participant deferral / active EE | $6,721 | $5,127+31.1% | $4,311+55.9% | $5,287+27.1% |
| Admin fee / account holder | $2,367 | $10,253-76.9% | $7,645-69.0% | $10,133-76.6% |