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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 | $124,076 | $131,829-5.9% | $108,579+14.3% | $273,968-54.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 8.42% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,275 | $4,912-33.3% | $3,758-12.9% | $4,869-32.7% |
| Participant deferral / active EE | $8,400 | $5,127+63.8% | $4,311+94.9% | $5,287+58.9% |
| Admin fee / account holder | $53,393 | $10,252+420.8% | $7,645+598.4% | $10,132+427.0% |