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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 | $109,642 | $131,835-16.8% | $108,582+1.0% | $273,972-60.0% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 8.07% | -91.57%+99.6pp | -51.70%+59.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,329 | $4,913-32.2% | $3,758-11.4% | $4,869-31.6% |
| Participant deferral / active EE | $11,419 | $5,127+122.7% | $4,311+164.9% | $5,287+116.0% |
| Admin fee / account holder | $344 | $10,253-96.6% | $7,645-95.5% | $10,133-96.6% |