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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 | $102,013 | $131,835-22.6% | $108,582-6.0% | $273,972-62.8% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 16.76% | -91.57%+108.3pp | -51.70%+68.5pp | 41.46%-24.7pp |
| Employer contribution / active EE | $13,785 | $4,913+180.6% | $3,758+266.8% | $4,869+183.1% |
| Participant deferral / active EE | $3,818 | $5,127-25.5% | $4,311-11.4% | $5,287-27.8% |
| Admin fee / account holder | $4,075 | $10,253-60.3% | $7,645-46.7% | $10,133-59.8% |