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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 | $124,870 | $131,835-5.3% | $108,582+15.0% | $273,972-54.4% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.6%-9.0pp | 83.0%-12.4pp |
| Annual return | 5.17% | -91.57%+96.7pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,221 | $4,913-75.2% | $3,758-67.5% | $4,869-74.9% |
| Participant deferral / active EE | $3,640 | $5,127-29.0% | $4,311-15.6% | $5,287-31.2% |
| Admin fee / account holder | $11,174 | $10,253+9.0% | $7,645+46.2% | $10,133+10.3% |