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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 | $184,818 | $131,835+40.2% | $108,582+70.2% | $273,972-32.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,513 | $4,913-48.8% | $3,758-33.1% | $4,869-48.4% |
| Participant deferral / active EE | $4,117 | $5,127-19.7% | $4,311-4.5% | $5,287-22.1% |
| Admin fee / account holder | $30,932 | $10,253+201.7% | $7,645+304.6% | $10,133+205.3% |