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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 | $218,671 | $131,835+65.9% | $108,582+101.4% | $273,972-20.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 12.17% | -91.57%+103.7pp | -51.70%+63.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $7,796 | $4,913+58.7% | $3,758+107.4% | $4,869+60.1% |
| Participant deferral / active EE | $6,699 | $5,127+30.6% | $4,311+55.4% | $5,287+26.7% |
| Admin fee / account holder | $766 | $10,253-92.5% | $7,645-90.0% | $10,133-92.4% |