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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 | $170,607 | $131,835+29.4% | $108,582+57.1% | $273,972-37.7% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 7.87% | -91.57%+99.4pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,256 | $4,913-74.4% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $4,596 | $5,127-10.4% | $4,311+6.6% | $5,287-13.1% |
| Admin fee / account holder | $613 | $10,253-94.0% | $7,645-92.0% | $10,133-93.9% |