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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 | $205,461 | $131,835+55.8% | $108,582+89.2% | $273,972-25.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.35% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $10,813 | $4,913+120.1% | $3,758+187.7% | $4,869+122.1% |
| Participant deferral / active EE | $6,696 | $5,127+30.6% | $4,311+55.3% | $5,287+26.6% |
| Admin fee / account holder | $4,484 | $10,253-56.3% | $7,645-41.3% | $10,133-55.7% |