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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 | $113,485 | $131,835-13.9% | $108,582+4.5% | $273,972-58.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 9.40% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $12,206 | $4,913+148.5% | $3,758+224.8% | $4,869+150.7% |
| Participant deferral / active EE | $7,287 | $5,127+42.1% | $4,311+69.0% | $5,287+37.8% |
| Admin fee / account holder | $20,572 | $10,253+100.7% | $7,645+169.1% | $10,133+103.0% |