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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 | $163,689 | $131,835+24.2% | $108,582+50.8% | $273,972-40.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.90% | -91.57%+98.5pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $7,749 | $4,913+57.7% | $3,758+106.2% | $4,869+59.2% |
| Participant deferral / active EE | $6,207 | $5,127+21.1% | $4,311+44.0% | $5,287+17.4% |
| Admin fee / account holder | $2,418 | $10,253-76.4% | $7,645-68.4% | $10,133-76.1% |