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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 | $113,141 | $131,835-14.2% | $108,582+4.2% | $273,972-58.7% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 4.21% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $4,163 | $4,913-15.3% | $3,758+10.8% | $4,869-14.5% |
| Participant deferral / active EE | $9,621 | $5,127+87.6% | $4,311+123.2% | $5,287+82.0% |
| Admin fee / account holder | $648 | $10,253-93.7% | $7,645-91.5% | $10,133-93.6% |