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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 | $111,539 | $131,835-15.4% | $108,582+2.7% | $273,972-59.3% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 5.07% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,540 | $4,913-27.9% | $3,758-5.8% | $4,869-27.3% |
| Participant deferral / active EE | $6,866 | $5,127+33.9% | $4,311+59.3% | $5,287+29.9% |
| Admin fee / account holder | $397 | $10,253-96.1% | $7,645-94.8% | $10,133-96.1% |