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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 | $209,938 | $131,835+59.2% | $108,582+93.3% | $273,972-23.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $4,771 | $4,913-2.9% | $3,758+26.9% | $4,869-2.0% |
| Participant deferral / active EE | $8,434 | $5,127+64.5% | $4,311+95.7% | $5,287+59.5% |
| Admin fee / account holder | $48,817 | $10,253+376.1% | $7,645+538.5% | $10,133+381.8% |