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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 | $224,729 | $131,835+70.5% | $108,582+107.0% | $273,972-18.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 13.49% | -91.57%+105.1pp | -51.70%+65.2pp | 41.46%-28.0pp |
| Employer contribution / active EE | $9,263 | $4,913+88.6% | $3,758+146.5% | $4,869+90.3% |
| Participant deferral / active EE | $8,644 | $5,127+68.6% | $4,311+100.5% | $5,287+63.5% |
| Admin fee / account holder | $4,760 | $10,253-53.6% | $7,645-37.7% | $10,133-53.0% |