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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 | $166,224 | $131,835+26.1% | $108,582+53.1% | $273,972-39.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.36% | -91.57%+97.9pp | -51.70%+58.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $22,516 | $4,913+358.3% | $3,758+499.1% | $4,869+362.5% |
| Participant deferral / active EE | $5,477 | $5,127+6.8% | $4,311+27.0% | $5,287+3.6% |
| Admin fee / account holder | $1,388 | $10,253-86.5% | $7,645-81.8% | $10,133-86.3% |