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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 | $127,547 | $131,835-3.3% | $108,582+17.5% | $273,970-53.4% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.6%-3.4pp | 83.0%-6.8pp |
| Annual return | 4.07% | -91.57%+95.6pp | -51.70%+55.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $3,663 | $4,913-25.4% | $3,758-2.5% | $4,869-24.8% |
| Participant deferral / active EE | $4,868 | $5,127-5.1% | $4,311+12.9% | $5,287-7.9% |
| Admin fee / account holder | $557 | $10,253-94.6% | $7,645-92.7% | $10,132-94.5% |