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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 | $243,295 | $131,835+84.5% | $108,582+124.1% | $273,972-11.2% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 8.59% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $14,333 | $4,913+191.8% | $3,758+281.4% | $4,869+194.4% |
| Participant deferral / active EE | $6,495 | $5,127+26.7% | $4,311+50.7% | $5,287+22.8% |
| Admin fee / account holder | $5,082 | $10,253-50.4% | $7,645-33.5% | $10,133-49.8% |