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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 | $167,345 | $131,835+26.9% | $108,582+54.1% | $273,972-38.9% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 3.65% | -91.57%+95.2pp | -51.70%+55.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $9,007 | $4,913+83.3% | $3,758+139.6% | $4,869+85.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,832 | $10,253-72.4% | $7,645-63.0% | $10,133-72.1% |