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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 | $123,033 | $131,835-6.7% | $108,582+13.3% | $273,972-55.1% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 19.01% | -91.57%+110.6pp | -51.70%+70.7pp | 41.46%-22.4pp |
| Employer contribution / active EE | $15,702 | $4,913+219.6% | $3,758+317.8% | $4,869+222.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,237 | $10,253-9.9% | $7,645+20.8% | $10,133-8.8% |