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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 | $134,331 | $154,193-12.9% | $130,045+3.3% | $139,466-3.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 16.49% | 32.51%-16.0pp | -137.30%+153.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $6,378 | $5,292+20.5% | $4,321+47.6% | $4,754+34.2% |
| Participant deferral / active EE | $6,036 | $6,709-10.0% | $5,820+3.7% | $6,712-10.1% |
| Admin fee / account holder | $19,853 | $13,989+41.9% | $10,600+87.3% | $11,409+74.0% |