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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 | $129,785 | $131,835-1.6% | $108,582+19.5% | $273,972-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 16.76% | -91.57%+108.3pp | -51.70%+68.5pp | 41.46%-24.7pp |
| Employer contribution / active EE | $1,694 | $4,913-65.5% | $3,758-54.9% | $4,869-65.2% |
| Participant deferral / active EE | $4,565 | $5,127-11.0% | $4,311+5.9% | $5,287-13.7% |
| Admin fee / account holder | $2,574 | $10,253-74.9% | $7,645-66.3% | $10,133-74.6% |