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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 | $122,592 | $131,835-7.0% | $108,582+12.9% | $273,972-55.3% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 6.22% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,858 | $4,913-41.8% | $3,758-24.0% | $4,869-41.3% |
| Participant deferral / active EE | $4,976 | $5,127-3.0% | $4,311+15.4% | $5,287-5.9% |
| Admin fee / account holder | $2,743 | $10,253-73.2% | $7,645-64.1% | $10,133-72.9% |