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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 | $131,017 | $131,835-0.6% | $108,582+20.7% | $273,972-52.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 13.59% | -91.57%+105.2pp | -51.70%+65.3pp | 41.46%-27.9pp |
| Employer contribution / active EE | $6,247 | $4,913+27.2% | $3,758+66.2% | $4,869+28.3% |
| Participant deferral / active EE | $19,800 | $5,127+286.2% | $4,311+359.3% | $5,287+274.5% |
| Admin fee / account holder | $17,370 | $10,253+69.4% | $7,645+127.2% | $10,133+71.4% |