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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 | $123,204 | $131,835-6.5% | $108,582+13.5% | $273,972-55.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.69% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,389 | $4,913+50.4% | $3,758+96.6% | $4,869+51.8% |
| Participant deferral / active EE | $12,475 | $5,127+143.3% | $4,311+189.4% | $5,287+135.9% |
| Admin fee / account holder | $10,912 | $10,253+6.4% | $7,645+42.7% | $10,133+7.7% |