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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 | $228,296 | $131,835+73.2% | $108,582+110.3% | $273,972-16.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 3.10% | -91.57%+94.7pp | -51.70%+54.8pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,698 | $4,913-45.1% | $3,758-28.2% | $4,869-44.6% |
| Participant deferral / active EE | $6,848 | $5,127+33.5% | $4,311+58.8% | $5,287+29.5% |
| Admin fee / account holder | $10,678 | $10,253+4.1% | $7,645+39.7% | $10,133+5.4% |