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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 | $168,657 | $131,835+27.9% | $108,582+55.3% | $273,972-38.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 9.56% | -91.57%+101.1pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,963 | $4,913-39.7% | $3,758-21.2% | $4,869-39.2% |
| Participant deferral / active EE | $9,324 | $5,127+81.8% | $4,311+116.3% | $5,287+76.4% |
| Admin fee / account holder | $472 | $10,253-95.4% | $7,645-93.8% | $10,133-95.3% |