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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 | $114,403 | $131,835-13.2% | $108,582+5.4% | $273,972-58.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 5.47% | -91.57%+97.0pp | -51.70%+57.2pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,093 | $4,913-37.0% | $3,758-17.7% | $4,869-36.5% |
| Participant deferral / active EE | $12,427 | $5,127+142.4% | $4,311+188.3% | $5,287+135.0% |
| Admin fee / account holder | $118,563 | $10,253+1056.4% | $7,645+1450.8% | $10,133+1070.1% |