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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 | $209,385 | $131,835+58.8% | $108,582+92.8% | $273,972-23.6% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 6.88% | -91.57%+98.4pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,946 | $4,913-60.4% | $3,758-48.2% | $4,869-60.0% |
| Participant deferral / active EE | $4,015 | $5,127-21.7% | $4,311-6.9% | $5,287-24.1% |
| Admin fee / account holder | $14,005 | $10,253+36.6% | $7,645+83.2% | $10,133+38.2% |