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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 | $108,833 | $131,835-17.4% | $108,582+0.2% | $273,972-60.3% |
| Participation rate | 79.2% | 83.5%-4.3pp | 79.6%-0.4pp | 83.0%-3.8pp |
| Annual return | 6.67% | -91.57%+98.2pp | -51.70%+58.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,080 | $4,913-57.7% | $3,758-44.7% | $4,869-57.3% |
| Participant deferral / active EE | $5,229 | $5,127+2.0% | $4,311+21.3% | $5,287-1.1% |
| Admin fee / account holder | $586 | $10,253-94.3% | $7,645-92.3% | $10,133-94.2% |