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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 | $216,081 | $131,835+63.9% | $108,582+99.0% | $273,972-21.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 2.20% | -91.57%+93.8pp | -51.70%+53.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $2,274 | $4,913-53.7% | $3,758-39.5% | $4,869-53.3% |
| Participant deferral / active EE | $4,974 | $5,127-3.0% | $4,311+15.4% | $5,287-5.9% |
| Admin fee / account holder | $657 | $10,253-93.6% | $7,645-91.4% | $10,133-93.5% |